# Texas Retina Associates 401(k) Plan
Source: https://planprovider.pro/companies/texas-retina-associates-plan-002

> Texas Retina Associates's 401(k) plan: 263 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Texas Retina Associates

- **Sponsor EIN:** 751362336

- **Sponsor Address:** 9600 N. CENTRAL EXPY,, DALLAS, TX, 75231

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

- **Total Participants:** 263

- **Total Assets:** $40.3M

## 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|263|$40.3M|$1.4M|$1.2M|

| 2023|243|$35.0M|$1.2M|$1.0M|

| 2022|260|$29.4M|$1.2M|$1.1M|

## 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|

| NEWPORT GROUP, INC.|NONE|$22,021|—|$22,021|

| HM&M GROUP, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HM&M GROUP, LLC](https://planprovider.pro/provider/hmandm-group-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $22,021

- **Estimated Expense Ratio:** 0.055% 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|$22,022|—|$22,022|—|—|

| 2023|$22,360|—|$22,360|—|—|

| 2022|$32,456|—|$32,456|—|—|

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