Plan Snapshot
- Plan Sponsor: Texas Health Care, P.L.L.C.
- Sponsor EIN: 710892430
- Sponsor Address: 6000 WESTERN PLACE, FORT WORTH, TX, 76107
- Plan Type: 401(k)
- Total Participants: 1,099
- Total Assets: $110.2M
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 | 1,099 | $110.2M | $1.3M | $7.1M |
| 2023 | 1,093 | $96.0M | $794,938 | $6.6M |
| 2022 | 1,044 | $81.1M | $740,914 | $6.2M |
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 |
|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | Investment Advisor | $256,879 | — | $256,879 |
| J TAYLOR & ASSOCIATES LLC | Auditor | $105,068 | — | $105,068 |
| PRIME PENSIONS, INC. | Other Service Provider | $96,420 | — | $96,420 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $24,588 | — | $24,588 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $482,955
- Estimated Expense Ratio: 0.438% 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 | $522,215 | — | $522,215 | — | — |
| 2023 | $397,386 | — | $397,386 | — | — |
| 2022 | $365,105 | — | — | — | $365,105 |