Plan Snapshot
- Plan Sponsor: The Gladney Center
- Sponsor EIN: 750917409
- Sponsor Address: 6300 JOHN RYAN DRIVE, FORT WORTH, TX, 761324122
- Plan Type: 403(b)
- Total Participants: 142
- Total Assets: $10.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 142 | $10.8M | $46,049 | $347,804 |
| 2023 | 101 | $10.2M | $43,234 | $257,936 |
| 2022 | 84 | $9.2M | $40,610 | $264,504 |
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 |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — Auditor
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 | $2,536 | — | $2,536 | — | — |
| 2023 | $2,506 | — | $2,506 | — | — |
| 2022 | $728 | — | $728 | — | — |