# Brown Sims, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/brown-sims-p-c-401k-plan

> Brown Sims, P.C.'s 401(k) plan: 204 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brown Sims, P.C.

- **Sponsor EIN:** 742073784

- **Sponsor Address:** 1990 POST OAK BLVD., HOUSTON, TX, 77056

- **Plan Type:** 401(k)

- **Total Participants:** 204

- **Total Assets:** $22.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|204|$22.2M|$677,797|$1.4M|

| 2023|188|$18.6M|$509,518|$1.0M|

| 2022|122|$14.7M|$377,100|$787,389|

## 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|

| VOYA RETIREMENT INSURANCE AND ANNUI|SERVICE PROVIDER|$18,959|—|$18,959|

| FRIERSON SOLA SIMONTON AND KUTAC|AUDITOR|$18,330|—|$18,330|

| NOVA 401(K) ASSOCIATES|THIRD PARTY ADMINISTRATOR|$6,518|$9,644|$16,162|

| FRIERSON SOLA SIMONTON & KUTAC PLLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $53,451

- **Estimated Expense Ratio:** 0.240% 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|

| 2024|$49,638|$43,813|$5,250|—|—|

| 2023|$47,270|—|$47,270|—|—|

| 2022|$42,045|—|$42,045|—|—|

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