# Thomas J. Henry Law Firm 401(k) Plan
Source: https://planprovider.pro/companies/thomas-j-henry-law-firm-401k-plan

> Thomas J. Henry Law Firm's 401(k) plan: 456 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Thomas J. Henry Law Firm

- **Sponsor EIN:** 832564943

- **Sponsor Address:** 5711 UNIVERSITY HEIGHTS BOULEVARD, SAN ANTONIO, TX, 78249

- **Plan Type:** 401(k)

- **Total Participants:** 456

- **Total Assets:** $20.4M

## 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|456|$20.4M|$1.7M|$2.7M|

| 2023|462|$17.1M|$2.0M|$3.0M|

| 2022|518|$12.0M|$1.6M|$2.5M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$83,505|—|$83,505|

| NOVA 401K ASSOCIATES LP|RECORDKEEPER|$47,734|$433|$48,167|

| JAMES MILLER, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $131,672

- **Estimated Expense Ratio:** 0.645% 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|$131,239|—|$131,239|—|—|

| 2023|$82,753|—|$82,753|—|—|

| 2022|$54,657|—|$54,657|—|—|

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