Plan Snapshot
- Plan Sponsor: Baywood Crenshaw, LLC
- Sponsor EIN: 453539883
- Sponsor Address: 1110 NASA PKWY, HOUSTON, TX, 77058
- Plan Type: 401(k)
- Total Participants: 437
- Total Assets: $490,240
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 437 | $490,240 | $84,694 | $106,378 |
| 2023 | 129 | $329,989 | $67,507 | $86,545 |
| 2022 | 132 | $198,292 | $104,941 | $67,748 |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $8,389 | $7 | $8,396 |
| WITHUMSMITH+BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,396
- Estimated Expense Ratio: 1.713% 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 | $8,699 | $309 | $8,390 | — | — |
| 2023 | $5,737 | — | $5,737 | — | — |
| 2022 | — | — | — | — | — |