Plan Snapshot
- Plan Sponsor: C.E. Shepherd Co., LP
- Sponsor EIN: 741863251
- Sponsor Address: 2221 CANADA DRY STREET, HOUSTON, TX, 77023
- Plan Type: 401(k)
- Total Participants: 49
- Total Assets: $8.5M
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 | 49 | $8.5M | $108,761 | $312,658 |
| 2023 | 123 | $8.0M | $104,093 | $282,978 |
| 2022 | 112 | $6.7M | $97,478 | $272,920 |
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 |
|---|---|---|---|---|
| CALVIN MARTIN & COMPANY, PLLC | 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 | $1,011,529 | — | $27,400 | — | — |
| 2023 | $14,168 | $13,418 | — | — | — |
| 2022 | $5,469 | — | — | — | — |