Plan Snapshot
- Plan Sponsor: Chamberlain, Hrdlicka, White, Williams & Aughtry, P.C.
- Sponsor EIN: 823774540
- Sponsor Address: 1200 SMITH STREET, SUITE 1400, HOUSTON, TX, 770024496
- Plan Type: 401(k)
- Total Participants: 347
- Total Assets: $126.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 347 | $126.1M | $2.2M | $3.3M |
| 2023 | 365 | $109.6M | $2.4M | $3.1M |
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 |
|---|---|---|---|---|
| CORIENT PRIVATE WEALTH LLC | NONE | $35,314 | — | $35,314 |
| FISHER INVESTMENTS | NONE | $22,929 | — | $22,929 |
| WISEOWL CAPITAL LLC | NONE | $12,524 | — | $12,524 |
| DIVERSIFIED TRUST COMPANY INC | NONE | $11,213 | — | $11,213 |
| MELTON & MELTON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CORIENT PRIVATE WEALTH LLC — NONE
- FISHER INVESTMENTS — NONE
- MELTON & MELTON, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,980
- Estimated Expense Ratio: 0.065% 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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |