Plan Snapshot
- Plan Sponsor: 48forty Solutions, LLC
- Sponsor EIN: 593593261
- Sponsor Address: 11740 KATY FREEWAY, 12TH FLOOR, HOUSTON, TX, 77079
- Plan Type: 401(k)
- Total Participants: 4,694
- Total Assets: $53.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,694 | $53.8M | $2.7M | $4.8M |
| 2023 | 4,912 | $45.4M | $3.0M | $4.9M |
| 2022 | 4,475 | $32.8M | $2.2M | $4.1M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $144,060 | $13,960 | — | — | — |
| 2023 | $116,230 | $9,371 | — | — | — |
| 2022 | $66,223 | — | $66,223 | — | — |