# Tyler Technologies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tyler-technologies-inc-401k-plan

> Tyler Technologies, INC.'s 401(k) plan: 7,135 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|—|

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