Plan Snapshot
- Plan Sponsor: Birner Houston Corp. Dba Renewal By Andersen Of Houston
- Sponsor EIN: 760286019
- Sponsor Address: 9825 FM 2920 RD., TOMBALL, TX, 77375
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 370
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2022 | 370 | $6.5M | $534,946 | $1.5M |
| 2020 | 237 | $4.1M | $322,486 | $716,167 |
| 2019 | 219 | $2.9M | $246,464 | $523,127 |
| 2018 | 165 | $1.9M | $232,882 | $424,878 |
| 2017 | 145 | $1.5M | $295,755 | $308,467 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2022 | $11,405 | — | $11,405 | — | — |
| 2020 | $5,732 | — | $5,732 | — | — |
| 2019 | $4,463 | — | $4,463 | — | — |
| 2018 | $3,676 | — | $3,676 | — | — |
| 2017 | $1,770 | — | $1,770 | — | — |