Plan Snapshot
- Plan Sponsor: Texas Medical Careers Limited Db
- Sponsor EIN: 010643462
- Sponsor Address: 2550 NORTH LOOP W STE 300, HOUSTON, TX, 77092
- Plan Type: 401(k)
- Total Participants: 847
- Total Assets: $10.6M
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 | 847 | $10.6M | $858,152 | $1.7M |
| 2023 | 640 | $8.2M | $763,297 | $1.4M |
| 2022 | 610 | $5.9M | $682,761 | $1.3M |
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 |
|---|---|---|---|---|
| PRICEKUBECKA PLLC | Auditor | — | — | $0 |
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 | $124,160 | $97,936 | — | — | — |
| 2023 | $90,722 | $16,404 | — | — | — |
| 2022 | $75,502 | — | — | — | — |