Plan Snapshot
- Plan Sponsor: Thompson, Coe, Cousins & Irons, L.L.P.
- Sponsor EIN: 750889070
- Sponsor Address: 700 N PEARL ST, DALLAS, TX, 75201
- Plan Type: 401(k)
- Total Participants: 460
- Total Assets: $86.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 460 | $86.6M | $2.5M | $4.3M |
| 2023 | 425 | $77.5M | $2.4M | $4.3M |
| 2022 | 344 | $61.5M | $2.2M | $3.4M |
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 |
|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS LLC | ADVISOR | $60,590 | — | $60,590 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $12,580 | — | $12,580 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $7,555 | — | $7,555 |
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,725
- Estimated Expense Ratio: 0.093% 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 | $80,283 | $73,170 | — | — | — |
| 2023 | $74,546 | $68,869 | — | — | — |
| 2022 | $71,290 | $19,138 | — | — | — |