# Travis County Medical Society DC Plan
Source: https://planprovider.pro/companies/travis-county-medical-society-plan

> Travis County Medical Society's DC plan: 204 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/atchley-and-associates-llp) — Auditor

- [ATCHLEY & ASSOCIATES LLP](https://planprovider.pro/provider/atchley-and-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|—|—|

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