Plan Snapshot
- Plan Sponsor: Claremont Property Co.
- Sponsor EIN: 760640759
- Sponsor Address: 5555 W LOOP S, BELLAIRE, TX, 77401
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $590,067
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 100 | $590,067 | $0 | $218,700 |
| 2023 | 144 | $397,992 | $0 | $216,423 |
| 2022 | 82 | $166,217 | $0 | $102,641 |
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 |
|---|---|---|---|---|
| MAHESH DESAI, CPA | 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 | $670 | $670 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |