Plan Snapshot
- Plan Sponsor: Tmf Health Quality Institute
- Sponsor EIN: 521002260
- Sponsor Address: 3107 OAK CREEK DR., SUITE 200, AUSTIN, TX, 78727
- Plan Type: 401(k)
- Total Participants: 712
- Total Assets: $79.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 712 | $79.2M | $3.7M | $4.0M |
| 2023 | 510 | $67.5M | $3.3M | $3.5M |
| 2022 | 504 | $57.3M | $2.7M | $3.2M |
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 |
|---|---|---|---|---|
| SWBC INVESTMENT ADVISORY SERVICE | Investment Advisor | $52,717 | — | $52,717 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $14,979 | — | $14,979 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,696
- Estimated Expense Ratio: 0.085% 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 | $38,240 | $67,696 | — | — | — |
| 2023 | $50,448 | $65,709 | — | — | — |
| 2022 | $61,640 | $11,007 | — | — | — |