Plan Snapshot
- Plan Sponsor: Texas Institute For Surgery, LLP
- Sponsor EIN: 770628004
- Sponsor Address: 7115 GREENVILLE AVENUE, SUITE 215, DALLAS, TX, 75231
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 251
- Total Assets: $15.7M
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. |
|---|---|---|---|---|
| 2025 | 251 | $15.7M | $0 | $0 |
| 2024 | 208 | $13.7M | $555,794 | $756,612 |
| 2023 | 185 | $13.2M | $401,904 | $706,317 |
| 2022 | 170 | $11.8M | $398,866 | $715,537 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | Investment Advisor | $33,800 | — | $33,800 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $18,592 | — | $18,592 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,392
- Estimated Expense Ratio: 0.334% 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 |
|---|---|---|---|---|---|
| 2025 | $1,624,407 | $35,644 | — | — | — |
| 2024 | $46,759 | $23,909 | $11,156 | — | — |
| 2023 | $54,401 | — | $54,401 | — | — |
| 2022 | $87,107 | — | $87,107 | — | — |