Plan Snapshot
- Plan Sponsor: Allied Management INC.
- Sponsor EIN: 301007753
- Sponsor Address: 7200 MYKAWA ROAD, HOUSTON, TX, 77033
- Plan Type: 401(k)
- Total Participants: 723
- Total Assets: $15.2M
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 | 723 | $15.2M | $0 | $1.3M |
| 2023 | 611 | $11.4M | $0 | $1.1M |
| 2022 | 491 | $9.2M | $0 | $947,080 |
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 |
|---|---|---|---|---|
| BOKF, NA | TRUSTEE | $35,773 | — | $35,773 |
| WEINSTEIN, SPIRA AND COMPANY, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,773
- Estimated Expense Ratio: 0.236% 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 | $35,774 | $9,381 | — | — | — |
| 2023 | $23,108 | $6,711 | — | — | — |
| 2022 | $26,496 | — | — | — | $26,496 |