Plan Snapshot
- Plan Sponsor: Texas United Corporation
- Sponsor EIN: 741663878
- Sponsor Address: 4800 SAN FELIPE, HOUSTON, TX, 77056
- Plan Type: 401(k)
- Total Participants: 560
- Total Assets: $80.8M
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 | 560 | $80.8M | $1.5M | $4.3M |
| 2023 | 572 | $68.6M | $1.4M | $4.0M |
| 2022 | 563 | $56.1M | $1.4M | $3.9M |
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 |
|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | CONSULTANT | $33,750 | — | $33,750 |
| BDO | ACCOUNTANT/AUDITOR | $24,976 | — | $24,976 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $22,238 | — | $22,238 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER FIDUCIARY ADVISORS, LLC — CONSULTANT
- BDO — ACCOUNTANT/AUDITOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,964
- Estimated Expense Ratio: 0.100% 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 | $81,791 | $22,238 | $300 | $24,976 | — |
| 2023 | $45,366 | $20,762 | $1,200 | $23,162 | — |
| 2022 | $38,427 | $16,310 | — | — | — |