# Texas Mutual Insurance Company 401(k) Plan
Source: https://planprovider.pro/companies/texas-mutual-insurance-company-401k-plan

> Texas Mutual Insurance Company's 401(k) plan: 1,057 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Texas Mutual Insurance Company

- **Sponsor EIN:** 742615873

- **Sponsor Address:** 2200 ALDRICH ST, AUSTIN, TX, 78723

- **Plan Type:** 401(k)

- **Total Participants:** 1,057

- **Total Assets:** $344.8M

## 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|1,057|$344.8M|$12.3M|$9.9M|

| 2023|1,030|$290.6M|$10.6M|$8.5M|

| 2022|977|$237.4M|$9.3M|$7.5M|

## 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|

| WEAVER AND TIDWELL LLP|ACCOUNTANT/AUDITOR|$22,050|—|$22,050|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$10,562|—|$10,562|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WEAVER AND TIDWELL LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — ACCOUNTANT/AUDITOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $32,612

- **Estimated Expense Ratio:** 0.009% 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|$32,612|—|—|$22,050|—|

| 2023|$31,872|—|—|$22,050|—|

| 2022|$30,987|—|—|—|—|

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