Plan Snapshot
- Plan Sponsor: Travis County Medical Society
- Sponsor EIN: 746017762
- Sponsor Address: 4300 NORTH LAMAR BLVD., AUSTIN, TX, 78756
- Plan Type: DC
- Total Participants: 204
- Total Assets: $21.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 204 | $21.4M | $939,171 | $876,813 |
| 2023 | 172 | $19.0M | $906,818 | $834,643 |
| 2022 | 175 | $16.7M | $758,697 | $753,653 |
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 |
|---|---|---|---|---|
| NFP RETIREMENT INC. | INVESTMENT ADVISOR | $22,500 | — | $22,500 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $15,419 | — | $15,419 |
| ATCHLEY & ASSOCIATES, LLP | Auditor | $13,154 | — | $13,154 |
| ATCHLEY & ASSOCIATES LLP | AUDITOR | $13,153 | — | $13,153 |
| NOVA 401(K) ASSOCIATES | CONTRACT ADMIN | $8,460 | — | $8,460 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ATCHLEY & ASSOCIATES, LLP — Auditor
- ATCHLEY & ASSOCIATES LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,686
- Estimated Expense Ratio: 0.340% 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 | $61,408 | $24,375 | $8,460 | $13,154 | — |
| 2023 | $66,261 | — | $4,003 | — | — |
| 2022 | $51,304 | $48,669 | $2,635 | — | — |