Plan Snapshot
- Plan Sponsor: Texas Neurology, P. A.
- Sponsor EIN: 752654757
- Sponsor Address: 6080 N. CENTRAL EXPRESSWAY, DALLAS, TX, 75206
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $10.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 104 | $10.7M | $484,374 | $576,842 |
| 2023 | 94 | $8.5M | $203,089 | $644,963 |
| 2022 | 97 | $7.1M | $111,434 | $510,555 |
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 |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — Auditor
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 | $13,476 | $1,480 | — | — | — |
| 2023 | $10,650 | $1,234 | — | — | — |
| 2022 | $36,202 | $759 | $509 | — | — |