Plan Snapshot
- Plan Sponsor: Caldwell Watson Real Estate Group, INC.
- Sponsor EIN: 760312675
- Sponsor Address: 9955 BARKER CYPRESS RD STE 250, CYPRESS, TX, 77433
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $16.1M
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 | 158 | $16.1M | $319,763 | $1.2M |
| 2023 | 160 | $12.0M | $308,773 | $1.1M |
| 2022 | 136 | $10.3M | $161,543 | $803,235 |
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 |
|---|---|---|---|---|
| MELTON & MELTON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MELTON & MELTON, 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 | $43,893 | $42,902 | — | — | — |
| 2023 | $36,429 | $35,407 | — | — | — |
| 2022 | $36,399 | $1,678 | — | — | — |