Plan Snapshot
- Plan Sponsor: Texas Dow Employees Credit Union
- Sponsor EIN: 741260543
- Sponsor Address: 1001 FM 2004 ROAD, LAKE JACKSON, TX, 775664012
- Plan Type: 401(k)
- Total Participants: 859
- Total Assets: $80.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 859 | $80.4M | $3.8M | $5.6M |
| 2023 | 874 | $70.2M | $4.0M | $5.6M |
| 2022 | 973 | $62.0M | $4.5M | $5.4M |
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 |
|---|---|---|---|---|
| BAKER TILLY, US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY, US 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 | $136,791 | — | $136,791 | — | — |
| 2023 | $116,990 | — | $116,990 | — | — |
| 2022 | $103,770 | — | $103,768 | — | — |