Plan Snapshot
- Plan Sponsor: Texas Windstorm Insurance Association
- Sponsor EIN: 746189303
- Sponsor Address: 4801 SOUTHWEST PARKWAY, AUSTIN, TX, 78735
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 223
- Total Assets: $32.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 223 | $32.6M | $1.0M | $1.5M |
| 2023 | 212 | $28.5M | $1.1M | $1.6M |
| 2022 | 204 | $24.7M | $1.0M | $1.5M |
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 |
|---|---|---|---|---|
| THOMAS HOWELL FERGUSON P.A. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $55,248 | — | $54,598 | — | — |
| 2023 | $46,804 | — | $44,504 | — | — |
| 2022 | $45,773 | — | — | — | — |