Plan Snapshot
- Plan Sponsor: Texas Diabetes & Endocrinology PA
- Sponsor EIN: 742999300
- Sponsor Address: 6500 N. MOPAC, BLDG 3, SUITE 200, AUSTIN, TX, 78731
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $17.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 109 | $17.2M | $736,925 | $540,173 |
| 2023 | 107 | $14.3M | $685,330 | $504,744 |
| 2022 | 95 | $12.1M | $618,532 | $496,453 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $23,076 | $12,597 | — | — | — |
| 2023 | $24,121 | $14,652 | — | — | — |
| 2022 | $41,017 | — | $41,017 | — | — |