Plan5500

Disability Rights Texas 401(K) Plan — Form 5500 plan (Disability Rights Texas)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Disability Rights Texas 401(K) Plan is a benefit plan reported by Disability Rights Texas under EIN 74-1916289 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $17,936,101 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Disability Rights Texas
EIN
74-1916289
Plan number
001
Plan type
2
Location
Austin, TX
Latest filing year
2023
Participants
225
End-of-year plan assets
$17,936,101

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023225H, C20241007161451NAL0015487409001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,936,101
Total liabilities (EOY)
$0
Net assets (EOY)
$17,936,101
Net assets (BOY)
$14,851,562

Income & contributions

Employer contributions
$817,101
Participant contributions
$1,018,841
Total contributions
$1,843,973
Total income / additions
$4,134,811

Expenses & distributions

Benefits paid
$965,966
Administrative expenses
$84,306
Total expenses
$1,050,272
Net increase / (decrease)
$3,084,539

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cwm LLCINVESTMENT ADVISOR$31,531not reported in the loaded dataset2023
Empower Annuity Ins ComRECORDKEEPER$29,014$02023
Empower Advisory Group, LLCINVESTMENT MGMT$15,800not reported in the loaded dataset2023
The Allocation CompanyCONTRACT ADMIN$8,725$5,0002023

Related Form 5500 pages