Plan Snapshot
- Plan Sponsor: Brown Reynolds Watford Architects, INC.
- Sponsor EIN: 752651406
- Sponsor Address: 3535 TRAVIS STREET SUITE 250 LB 10, DALLAS, TX, 75204
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 205
- Total Assets: $18.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 205 | $18.3M | $0 | $0 |
| 2024 | 164 | $14.9M | $156,781 | $963,136 |
| 2023 | 137 | $12.8M | $123,476 | $837,572 |
| 2022 | 134 | $10.2M | $106,930 | $628,805 |
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 |
|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | Recordkeeper | $35,126 | — | $35,126 |
| SLAVIC MUTUAL FUND MANAGEMENT | Investment Advisor | $21,682 | — | $21,682 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,808
- Estimated Expense Ratio: 0.310% 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 |
|---|---|---|---|---|---|
| 2025 | $393,735 | $21,682 | $35,126 | — | — |
| 2024 | $46,014 | $17,514 | $28,500 | — | — |
| 2023 | $33,349 | $10,698 | $22,651 | — | — |
| 2022 | $28,633 | $9,017 | $19,616 | — | — |