Plan Snapshot
- Plan Sponsor: Texas Medical Liability Trust
- Sponsor EIN: 742002140
- Sponsor Address: P.O. BOX 160140, AUSTIN, TX, 787160140
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $59.7M
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. |
|---|---|---|---|---|
| 2024 | 176 | $59.7M | $1.9M | $1.5M |
| 2023 | 179 | $53.6M | $1.9M | $1.4M |
| 2022 | 172 | $44.5M | $1.7M | $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 |
|---|---|---|---|---|
| CALHOUN, THOMAS & MATZA, LLP | 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 | $119,531 | $74,711 | — | — | — |
| 2023 | $102,168 | $60,039 | — | — | — |
| 2022 | $108,213 | $61,352 | — | — | — |