Plan Snapshot
- Plan Sponsor: Biourja Holdings, LLC
- Sponsor EIN: 851838289
- Sponsor Address: 1500 CITY WEST BLVD, HOUSTON, TX, 77077
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $12.5M
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 | 131 | $12.5M | $375,861 | $913,995 |
| 2023 | 184 | $11.8M | $488,084 | $1.1M |
| 2022 | 183 | $9.5M | $495,084 | $1.1M |
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 |
|---|---|---|---|---|
| WEAVER AND TIDWELL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, LLP — 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 | $96,418 | $1,358 | $93,485 | — | — |
| 2023 | $69,477 | — | $69,477 | — | — |
| 2022 | $67,454 | — | $67,454 | — | — |