Plan Snapshot
- Plan Sponsor: The Potter'S House Of Dallas, INC.
- Sponsor EIN: 311506712
- Sponsor Address: 6777 WEST KIEST BLVD, DALLAS, TX, 752363006
- Plan Type: 401(k)
- Total Participants: 327
- Total Assets: $15.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 327 | $15.7M | $933,941 | $1.1M |
| 2023 | 327 | $13.6M | $861,116 | $978,290 |
| 2022 | 293 | $10.5M | $686,439 | $793,641 |
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 | $21,966 | — | $21,966 | — | — |
| 2023 | $11,895 | — | — | — | — |
| 2022 | $10,530 | — | — | — | $10,530 |