Plan Snapshot
- Plan Sponsor: Texas Enterprises, INC.
- Sponsor EIN: 741858874
- Sponsor Address: 4911 E. 7TH STREET, AUSTIN, TX, 787025022
- Plan Type: 401(k)
- Total Participants: 259
- Total Assets: $20.6M
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 | 259 | $20.6M | $855,834 | $1.2M |
| 2023 | 273 | $18.9M | $842,957 | $1.2M |
| 2022 | 275 | $15.2M | $738,672 | $1.1M |
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 |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | $5,937 | — | $5,937 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,937
- Estimated Expense Ratio: 0.029% of plan assets
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 | $79,384 | $29,010 | — | $5,937 | — |
| 2023 | $75,258 | $24,712 | — | $15,450 | — |
| 2022 | $64,261 | — | $64,261 | — | — |