Plan Snapshot
- Plan Sponsor: Coats, Rose, Yale, Ryman & Lee, P.C.
- Sponsor EIN: 760294490
- Sponsor Address: 9 GREENWAY PLAZA STE 1000, HOUSTON, TX, 770460307
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $75.9M
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 | 107 | $75.9M | $1.2M | $1.3M |
| 2023 | 102 | $62.4M | $1.1M | $1.3M |
| 2022 | 112 | $57.4M | $1.1M | $1.3M |
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 |
|---|---|---|---|---|
| CROW, LLP | 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 | -$15,785 | — | -$15,785 | — | — |
| 2023 | $1,386 | — | $1,386 | — | — |
| 2022 | $1,669 | — | $1,669 | — | — |