# The Potter'S House Of Dallas, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-potter-s-house-of-dallas-inc-401k-plan

> The Potter'S House Of Dallas, INC.'s 401(k) plan: 327 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MILLIMAN, INC.|NONE|$21,966|—|$21,966|

| CHARLES SCHWAB TRUST BANK|NONE|$82|$17,488|$17,570|

| WHITLEY PENN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [WHITLEY PENN LLP](https://planprovider.pro/provider/whitley-penn-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $39,536

- **Estimated Expense Ratio:** 0.251% 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|$21,966|—|$21,966|—|—|

| 2023|$11,895|—|—|—|—|

| 2022|$10,530|—|—|—|$10,530|

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