Plan Snapshot
- Plan Sponsor: Twin Eagle Holdings N.A., LLC
- Sponsor EIN: 830542503
- Sponsor Address: 1700 CITY PLAZA DR, SPRING, TX, 77389
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $33.4M
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 | 144 | $33.4M | $926,723 | $1.9M |
| 2023 | 154 | $28.4M | $921,698 | $1.8M |
| 2022 | 208 | $23.8M | $963,064 | $1.8M |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $75,905 | $75,015 | — | — | — |
| 2023 | $63,080 | $62,167 | — | — | — |
| 2022 | $81,901 | — | — | — | — |