Plan Snapshot
- Plan Sponsor: Calvetti Ferguson, LLC
- Sponsor EIN: 134255527
- Sponsor Address: 700 LOUISIANA STREET SUITE 2500, HOUSTON, TX, 77002
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $13.2M
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 | 151 | $13.2M | $549,931 | $1.1M |
| 2023 | 147 | $11.4M | $459,708 | $1.1M |
| 2022 | 124 | $8.8M | $420,241 | $915,389 |
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 |
|---|---|---|---|---|
| BRITT AND COMPANY CPA, 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 | $47,241 | $21,753 | — | — | — |
| 2023 | $40,314 | $21,235 | — | — | — |
| 2022 | $38,132 | $20,065 | $18,067 | — | — |