# Chamberlain, Hrdlicka, White, Williams & Aughtry, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/chamberlain-hrdlicka-white-williams-aughtry-p-c-401k-plan

> Chamberlain, Hrdlicka, White, Williams & Aughtry, P.C.'s 401(k) plan: 347 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/creative-planning) — NONE

- [FISHER INVESTMENTS](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [MELTON & MELTON, LLP](https://planprovider.pro/provider/melton-and-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|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/chamberlain-hrdlicka-white-williams-aughtry-p-c-401k-plan)

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