Plan Snapshot
- Plan Sponsor: Collaborative For Children
- Sponsor EIN: 760228065
- Sponsor Address: 2200 POST OAK BLVD., SUITE 1000, HOUSTON, TX, 77056
- Plan Type: 401(k)
- Total Participants: 36
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 36 | $2.6M | $126,277 | $203,964 |
| 2023 | 47 | $2.8M | $123,567 | $183,183 |
| 2022 | 43 | $3.1M | $262,302 | $382,790 |
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 |
|---|---|---|---|---|
| BLAZEK & VETTERLING | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLAZEK & VETTERLING — Auditor
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 | $13,534 | $13,534 | — | — | — |
| 2023 | $9,118 | $9,118 | — | — | — |
| 2022 | $10,241 | $10,241 | — | — | — |