Plan Snapshot
- Plan Sponsor: Texas Guaranteed Student Loan Corporation D/B/A Trellis Company
- Sponsor EIN: 742094204
- Sponsor Address: 301 SUNDANCE PARKWAY, ROUND ROCK, TX, 786833100
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $72.0M
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 | 199 | $72.0M | $1.0M | $1.7M |
| 2023 | 185 | $70.1M | $1.0M | $2.0M |
| 2022 | 317 | $65.4M | $1.2M | $2.3M |
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 |
|---|---|---|---|---|
| WEAVER & TIDWELL, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER & TIDWELL, L.L.P. — 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 | $13,175 | — | $13,175 | — | — |
| 2023 | $16,628 | — | $16,628 | — | — |
| 2022 | $20,317 | — | $20,317 | — | — |