Plan Snapshot
- Plan Sponsor: Tyler Technologies, INC.
- Sponsor EIN: 752303920
- Sponsor Address: 5101 TENNYSON PARKWAY, PLANO, TX, 75024
- Plan Type: 401(k)
- Total Participants: 7,135
- Total Assets: $1.2B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 7,135 | $1.2B | $19.0M | $69.6M |
| 2023 | 7,065 | $1.0B | $18.6M | $66.1M |
| 2022 | 7,271 | $829.6M | $17.3M | $61.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $331,510 | — | $331,510 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $208,468 | — | $208,468 |
| VALMARK ADVISERS, INC. | INVESTMENT ADVISOR | $50,000 | — | $50,000 |
| BAKER TILLY US, LLP | ACCOUNTANT/AUDITOR | $20,475 | — | $20,475 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- BAKER TILLY US, LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $610,453
- Estimated Expense Ratio: 0.050% 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 | $600,316 | $258,468 | $2,400 | $20,475 | — |
| 2023 | $585,466 | $296,709 | $2,400 | $19,425 | — |
| 2022 | -$227,583 | $220,686 | — | — | — |