Plan Snapshot
- Plan Sponsor: The Meadows Mental Health Policy Institute For Texas
- Sponsor EIN: 463992618
- Sponsor Address: 3003 SWISS AVENUE, DALLAS, TX, 75204
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $11.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 134 | $11.6M | $1.1M | $1.2M |
| 2023 | 132 | $9.0M | $1.1M | $1.2M |
| 2022 | 156 | $6.1M | $1.2M | $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 |
|---|---|---|---|---|
| SHADE TREE PARTNERS LLC | INVESTMENT ADVISOR | $41,405 | — | $41,405 |
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $29,904 | — | $29,904 |
| DEFINITI LLC | CONTRACT ADMINISTRATOR | $2,839 | $5,095 | $7,934 |
| SUTTON FROST CARY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SUTTON FROST CARY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,243
- Estimated Expense Ratio: 0.686% 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 | $69,495 | $41,405 | — | — | — |
| 2023 | $51,256 | — | — | — | — |
| 2022 | — | — | — | — | — |