Plan Snapshot
- Plan Sponsor: Cgpm/Wmc Operating, LLC
- Sponsor EIN: 202036859
- Sponsor Address: THREE LINCOLN CENTRE, DALLAS, TX, 75240
- Plan Type: 401(k)
- Total Participants: 2,079
- Total Assets: $33.9M
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. |
|---|---|---|---|---|
| 2023 | 2,079 | $33.9M | $542,982 | $3.1M |
| 2022 | 1,950 | $27.1M | $447,573 | $2.5M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $224,210 | — | $224,210 |
| VANGUARD ADVISERS INC. | NONE | $25,530 | — | $25,530 |
| BAKER TILLY US,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- VANGUARD ADVISERS INC. — NONE
- BAKER TILLY US,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $249,740
- Estimated Expense Ratio: 0.737% 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 |
|---|---|---|---|---|---|
| 2023 | $121,520 | — | — | — | — |
| 2022 | $111,516 | — | — | — | — |