Plan Snapshot
- Plan Sponsor: Boxer Property Management Corporation
- Sponsor EIN: 752501156
- Sponsor Address: 7324 SOUTHWEST FREEEWAY SUITE 1900, HOUSTON, TX, 77074
- Plan Type: 401(k)
- Total Participants: 622
- Total Assets: $11.9M
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 | 622 | $11.9M | $0 | $1.3M |
| 2023 | 698 | $10.1M | $0 | $1.3M |
| 2022 | 468 | $9.0M | $0 | $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 |
|---|---|---|---|---|
| CARR, RIGGS & INGRAM, LLC | 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 |
|---|---|---|---|---|---|
| 2024 | $58,278 | $7,267 | — | — | — |
| 2023 | $51,173 | $6,121 | — | — | — |
| 2022 | $45,180 | $40,165 | $5,015 | — | — |