Plan Snapshot
- Plan Sponsor: Travis Association For The Blind
- Sponsor EIN: 741143060
- Sponsor Address: P.O. BOX 3297, AUSTIN, TX, 78764
- Plan Type: 401(k)
- Total Participants: 413
- Total Assets: $9.6M
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 | 413 | $9.6M | $451,171 | $1.2M |
| 2023 | 398 | $8.2M | $391,156 | $1.0M |
| 2022 | 402 | $7.2M | $446,531 | $984,823 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $59,645 | — | $59,645 |
| UBS FINANCIAL SERVICES, INC. | Investment Advisor | $31,765 | — | $31,765 |
| JULY BUSINESS SERVICES | Recordkeeper | $14,931 | $4,447 | $19,378 |
| NFP RETIREMENT INC | Investment Advisor | $14,000 | — | $14,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES, INC. — Investment Advisor
- JULY BUSINESS SERVICES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,788
- Estimated Expense Ratio: 1.300% 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 | $121,257 | — | $121,257 | — | — |
| 2023 | $54,502 | — | $54,502 | — | — |
| 2022 | $66,768 | $43,417 | $13,356 | — | $9,596 |