Plan Snapshot
- Plan Sponsor: Triple Crown Consulting, LLC
- Sponsor EIN: 201368158
- Sponsor Address: 10814 JOLLYVILLE ROAD, BLDG IV, AUSTIN, TX, 75759
- Plan Type: 401(k)
- Total Participants: 541
- Total Assets: $11.0M
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 | 541 | $11.0M | $0 | $2.8M |
| 2023 | 539 | $9.4M | $0 | $3.1M |
| 2022 | 632 | $6.7M | $0 | $2.9M |
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 |
|---|---|---|---|---|
| RICHARD P. SLAUGHTER & ASSOCIATES | NONE | $22,000 | — | $22,000 |
| EPIC RETIREMENT PLAN SERVICES | NONE | $9,484 | — | $9,484 |
| BAUER & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,484
- Estimated Expense Ratio: 0.287% 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 | $31,484 | $22,000 | — | — | — |
| 2023 | $29,590 | $22,000 | — | — | — |
| 2022 | $31,216 | $24,312 | — | — | — |