Plan Snapshot
- Plan Sponsor: Cam Integrated Solutions, LLC
- Sponsor EIN: 475212503
- Sponsor Address: 17000 KATY FREEWAY, HOUSTON, TX, 77094
- Plan Type: 401(k)
- Total Participants: 201
- Total Assets: $10.3M
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 | 201 | $10.3M | $679,243 | $1.4M |
| 2023 | 260 | $7.4M | $521,699 | $1.1M |
| 2022 | 234 | $5.3M | $112,309 | $821,773 |
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 |
|---|---|---|---|---|
| EDWARD D. JONES & CO., L.P. | ADVISOR | $31,139 | — | $31,139 |
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPER | $21,342 | — | $21,342 |
| WITHUMSMITH+BROWN,PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER
- WITHUMSMITH+BROWN,PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,481
- Estimated Expense Ratio: 0.511% 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 | $56,738 | $33,235 | $3,839 | — | — |
| 2023 | $40,554 | — | $40,554 | — | — |
| 2022 | $26,664 | $16,707 | $8,157 | — | $1,800 |