Plan Snapshot
- Plan Sponsor: Cokinos & Young, A Professional
- Sponsor EIN: 760288148
- Sponsor Address: 1221 LAMAR STREET 16TH FLOOR, HOUSTON, TX, 770103039
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $35.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 149 | $35.4M | $774,608 | $1.8M |
| 2023 | 152 | $30.9M | $923,844 | $1.7M |
| 2022 | 146 | $25.9M | $857,348 | $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 |
|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | NONE | — | $63,128 | $63,128 |
| NATIONWIDE | NONE | $47,314 | — | $47,314 |
| BRINKER CAPITAL INVESTMENTS | INVESTMENT ADVISORY | $13,499 | — | $13,499 |
| NATIONWIDE | INVESTMENT ADVISORY | — | $6,750 | $6,750 |
| WRINKLE, GARDNER & COMPANY, PC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — NONE
- NATIONWIDE — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $130,691
- Estimated Expense Ratio: 0.370% 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 | $16,866 | — | — | — | — |
| 2023 | $13,732 | — | — | — | — |
| 2022 | $12,291 | — | $12,291 | — | — |