# The Meadows Mental Health Policy Institute For Texas 401(k) Plan
Source: https://planprovider.pro/companies/the-meadows-mental-health-policy-institute-for-texas-401k-plan

> The Meadows Mental Health Policy Institute For Texas's 401(k) plan: 134 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|—|

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