Plan Snapshot
- Plan Sponsor: Topographic Om, INC
- Sponsor EIN: 730717508
- Sponsor Address: 481 WINSCOTT ROAD, S, BENBROOK, TX, 76126
- Plan Type: 401(k)
- Total Participants: 427
- Total Assets: $26.4M
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. |
|---|---|---|---|---|
| 2025 | 427 | $26.4M | $0 | $0 |
| 2024 | 315 | $21.1M | $631,180 | $1.8M |
| 2023 | 270 | $18.1M | $551,941 | $1.5M |
| 2022 | 293 | $14.8M | $501,377 | $1.4M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES | Investment Advisor | $57,132 | $57,132 | $114,264 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $67,894 | — | $67,894 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $19,396 | — | $19,396 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $201,554
- Estimated Expense Ratio: 0.764% 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 |
|---|---|---|---|---|---|
| 2025 | $145,022 | $76,528 | — | — | — |
| 2024 | $119,489 | $64,000 | — | — | — |
| 2023 | $105,553 | $55,462 | $50,091 | — | — |
| 2022 | $100,627 | $53,809 | $46,818 | — | — |