# Texas Sonic Employers Trade Association, INC. 401(k) Plan
Source: https://planprovider.pro/companies/texas-sonic-employers-trade-association-inc-752567775-501

> Texas Sonic Employers Trade Association, INC.'s 401(k) plan: 18,270 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Texas Sonic Employers Trade Association, INC.

- **Sponsor EIN:** 752567775

- **Sponsor Address:** 2221 LAKESIDE BLVD., SUITE 750, RICHARDSON, TX, 75082

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

- **Plan Number:** 501

- **Total Participants:** 18,270

- **Total Assets:** $7.0M

## 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|18,270|$7.0M|$1.7M|$0|

| 2023|19,020|$7.3M|$1.9M|$0|

| 2022|20,580|$7.3M|$2.1M|$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|

| ARTHUR J. GALLAGHER & CO.|Investment Advisor|$422,025|—|$422,025|

| PROVIDENCE RISK MANAGEMENT|Other Service Provider|$208,645|—|$208,645|

| PARTNERSOURCE|Other Service Provider|$143,688|—|$143,688|

| THE EWBANK GROUP, P.C.|Other Service Provider|$32,000|—|$32,000|

| RUBINBROWN LLP|Auditor|$31,800|—|$31,800|

| REGIONS BANK|Other Service Provider|$15,551|—|$15,551|

| HAYNES & BOONE|Other Service Provider|$11,571|—|$11,571|

| ARAWAC|Other Service Provider|$10,000|—|$10,000|

| MILLIMAN|Recordkeeper|$8,400|—|$8,400|

| BANK OF TEXAS|Other Service Provider|$5,792|—|$5,792|

### Verified Provider Profiles

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

- [ARTHUR J. GALLAGHER & CO.](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

- [RUBINBROWN LLP](https://planprovider.pro/provider/rubinbrown-llp) — Auditor

- [MILLIMAN](https://planprovider.pro/provider/milliman) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $889,472

- **Estimated Expense Ratio:** 12.761% 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|$972,088|—|$806,358|$16,575|—|

| 2023|$899,944|—|$766,195|$24,000|—|

| 2022|$1,032,252|—|$713,029|—|$257,705|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/texas-sonic-employers-trade-association-inc-752567775-501)

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