Plan Snapshot
- Plan Sponsor: Texas Trust Credit Union
- Sponsor EIN: 750763606
- Sponsor Address: PO BOX 2260, MANSFIELD, TX, 760630047
- Plan Type: 401(k)
- Total Participants: 311
- Total Assets: $18.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 311 | $18.5M | $5,981 | $1.3M |
| 2023 | 316 | $16.2M | $4,970 | $1.2M |
| 2022 | 312 | $14.5M | $7,253 | $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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $83,683 | — | $83,683 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | NONE | $32,701 | — | $32,701 |
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- GALLAGHER FIDUCIARY ADVISORS, LLC — NONE
- DOEREN MAYHEW ASSURANCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,384
- Estimated Expense Ratio: 0.631% 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 | $50,732 | $32,701 | $18,031 | — | — |
| 2023 | $33,630 | $14,944 | $18,686 | — | — |
| 2022 | $14,450 | — | $14,450 | — | — |