Plan Snapshot
- Plan Sponsor: Contourglobal Management, INC.
- Sponsor EIN: 020753392
- Sponsor Address: 2929 ALLEN PARKWAY, HOUSTON, TX, 77019
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $10.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 132 | $10.6M | $770,847 | $1.4M |
| 2023 | 120 | $9.0M | $726,618 | $1.2M |
| 2022 | 116 | $6.6M | $790,934 | $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 |
|---|---|---|---|---|
| EEPB | 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 | $73,782 | — | $68,882 | — | — |
| 2023 | $58,818 | — | $56,618 | — | — |
| 2022 | $45,092 | — | $42,492 | — | — |