Plan Snapshot
- Plan Sponsor: Whitley Penn, LLP
- Sponsor EIN: 752393478
- Sponsor Address: 640 TAYLOR STREET, FORT WORTH, TX, 76102
- Plan Type: 401(k)
- Total Participants: 739
- Total Assets: $134.8M
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 | 739 | $134.8M | $3.7M | $6.8M |
| 2023 | 760 | $113.2M | $3.4M | $6.1M |
| 2022 | 689 | $99.3M | $3.2M | $5.5M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $33,242 | — | $33,242 |
| DUGAN & LOPATKA, CPA'S | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,242
- Estimated Expense Ratio: 0.025% 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 | $33,242 | $33,242 | — | — | — |
| 2023 | $28,193 | $28,193 | — | — | — |
| 2022 | -$18,581 | $23,564 | — | — | — |