Plan Snapshot
- Plan Sponsor: Texas Oncology, P.A.
- Sponsor EIN: 752131429
- Sponsor Address: 12377 MERIT DRIVE, SUITE 700, DALLAS, TX, 75251
- Plan Type: DB
- Total Participants: 318
- Total Assets: $89.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 318 | $89.9M | $18.8M | $0 |
| 2023 | 312 | $67.3M | $18.4M | $0 |
| 2022 | 210 | $42.7M | $12.4M | $0 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | INVESTMENT ADVISOR | $139,645 | — | $139,645 |
| FUTUREPLAN BY ASCENSUS | NONE | $38,598 | — | $38,598 |
| MELTON & MELTON, L.L.P. | AUDITOR | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — INVESTMENT ADVISOR
- MELTON & MELTON, L.L.P. — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $183,243
- Estimated Expense Ratio: 0.204% 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 | $183,243 | $139,645 | — | $5,000 | — |
| 2023 | $96,304 | $96,304 | — | — | — |
| 2022 | $70,613 | $70,613 | — | — | — |