Plan Snapshot
- Plan Sponsor: West Texas Health, PLLC
- Sponsor EIN: 872044230
- Sponsor Address: PO BOX 5409, ABILENE, TX, 79608
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $17.4M
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 | 178 | $17.4M | $334,814 | $683,928 |
| 2023 | 185 | $15.2M | $575,571 | $512,128 |
| 2022 | 180 | $12.7M | $494,203 | $483,474 |
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 |
|---|---|---|---|---|
| FID INVEST INST OPS CO | RECORDKEEPER | $36,254 | — | $36,254 |
| EIDE BAILLY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INVEST INST OPS CO — RECORDKEEPER
- EIDE BAILLY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,254
- Estimated Expense Ratio: 0.208% 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 | $40,793 | $4,539 | — | — | — |
| 2023 | $34,602 | $3,889 | — | — | — |
| 2022 | $33,996 | — | — | — | — |