# Texell Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/texell-credit-union-401k-plan

> Texell Credit Union's 401(k) plan: 215 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Texell Credit Union

- **Sponsor EIN:** 741109882

- **Sponsor Address:** PO BOX 983, TEMPLE, TX, 76503

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

- **Total Participants:** 215

- **Total Assets:** $8.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|215|$8.1M|$451,058|$623,648|

| 2023|214|$6.5M|$383,385|$556,758|

| 2022|187|$5.2M|$313,761|$482,445|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$43,641|—|$43,641|

| LEAFHOUSE FINANCIAL ADVISORS, LLC|INVESTMENT ADVISORY PLAN|$9,898|—|$9,898|

| INWEST RETIREMENT SOLUTIONS|TPA|$5,974|—|$5,974|

| PSK, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [PSK, LLP](https://planprovider.pro/provider/psk-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $59,513

- **Estimated Expense Ratio:** 0.738% 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|$53,504|$9,898|$5,974|—|—|

| 2023|$36,940|$36,940|—|—|—|

| 2022|$42,300|$42,300|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/texell-credit-union-401k-plan)

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