# Thompson, Coe, Cousins & Irons, L.L.P. 401(k) Plan
Source: https://planprovider.pro/companies/thompson-coe-cousins-irons-l-l-p-401k-plan

> Thompson, Coe, Cousins & Irons, L.L.P.'s 401(k) plan: 460 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [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:** $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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/thompson-coe-cousins-irons-l-l-p-401k-plan)

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