Plan Snapshot
- Plan Sponsor: Texas Medical Association
- Sponsor EIN: 741078510
- Sponsor Address: 401 WEST 15TH STREET, AUSTIN, TX, 78701
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 202
- Total Assets: $67.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 202 | $67.6M | $0 | $0 |
| 2024 | 123 | $62.4M | $2.0M | $1.3M |
| 2023 | 132 | $55.6M | $1.9M | $1.3M |
| 2022 | 129 | $46.1M | $1.9M | $1.2M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | Investment Advisor | $37,216 | — | $37,216 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,216
- Estimated Expense Ratio: 0.055% 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 | $8,963,081 | $37,216 | — | — | — |
| 2024 | $18,381 | $33,331 | — | — | — |
| 2023 | $38,314 | $53,314 | — | — | — |
| 2022 | $36,676 | $51,676 | — | — | — |