Plan Snapshot
- Plan Sponsor: 2h Offshore INC
- Sponsor EIN: 760563800
- Sponsor Address: 15990 NORTH BARKERS LANDING, HOUSTON, TX, 77079
- Plan Type: 401(k)
- Total Participants: 75
- Total Assets: $33.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 75 | $33.3M | $636,739 | $1.0M |
| 2023 | 104 | $27.5M | $587,605 | $973,958 |
| 2022 | 100 | $22.3M | $554,849 | $892,314 |
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 |
|---|---|---|---|---|
| RMR WEALTH BUILDERS INC | SERVICE PROVIDER | — | $70,758 | $70,758 |
| VOYA RETIREMENT INSURANCE AND ANNUI | SERVICE PROVIDER | $6,199 | — | $6,199 |
| CALVETTI FERGUSON, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RMR WEALTH BUILDERS INC — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,957
- Estimated Expense Ratio: 0.231% 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 | $6,490 | — | — | — | — |
| 2023 | $4,360 | — | — | — | — |
| 2022 | $2,419 | — | $2,419 | — | — |