# West Texas Health, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/west-texas-health-pllc-401k-plan

> West Texas Health, PLLC's 401(k) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [EIDE BAILLY, LLP](https://planprovider.pro/provider/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|—|—|—|—|

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