Plan Snapshot
- Plan Sponsor: Complete Rx, Ltd.
- Sponsor EIN: 760558688
- Sponsor Address: 16360 PARK TEN PLACE, SUITE 230, HOUSTON, TX, 77084
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $23.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 138 | $23.9M | $305,490 | $1.1M |
| 2023 | 103 | $21.7M | $341,959 | $1.0M |
| 2022 | 99 | $18.6M | $284,870 | $990,631 |
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 |
|---|---|---|---|---|
| HARPER PEARSON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARPER PEARSON — 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 | $82,434 | $56,911 | — | — | — |
| 2023 | $70,915 | $49,390 | — | — | — |
| 2022 | $74,479 | — | — | — | — |