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)
- Total Participants: 208
- Total Assets: $13.7M
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. |
|---|---|---|---|---|
| 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 | $14,841 | — | $14,841 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $12,982 | — | $12,982 |
| RETIREMENTPLANS.COM, LLC | Other Service Provider | $11,156 | — | $11,156 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $10,511 | — | $10,511 |
| RAYMOND JAMES & ASSOCIATES, INC. | Investment Advisor | $7,948 | — | $7,948 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES & ASSOCIATES, INC. — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,438
- Estimated Expense Ratio: 0.418% 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 | $46,759 | $23,909 | $11,156 | — | — |
| 2023 | $54,401 | — | $54,401 | — | — |
| 2022 | $87,107 | — | $87,107 | — | — |