Plan Snapshot
- Plan Sponsor: Bluware, INC
- Sponsor EIN: 760387892
- Sponsor Address: ENERGY TOWER III 11740 KATY FWY, HOUSTON, TX, 77079
- Plan Type: 401(k)
- Total Participants: 57
- Total Assets: $18.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 57 | $18.0M | $379,588 | $1.3M |
| 2023 | 84 | $16.5M | $460,481 | $1.6M |
| 2022 | 97 | $13.6M | $473,329 | $1.4M |
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 |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN 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 | $34,963 | $33,013 | $1,950 | — | — |
| 2023 | $30,202 | $27,232 | $2,970 | — | — |
| 2022 | $27,920 | $26,675 | $1,245 | — | — |