# Curtain Wall Design & Consulting INC. 401(k) Plan
Source: https://planprovider.pro/companies/curtain-wall-design-consulting-inc-401k-plan

> Curtain Wall Design & Consulting INC.'s 401(k) plan: 167 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Curtain Wall Design & Consulting INC.

- **Sponsor EIN:** 751425924

- **Sponsor Address:** 8070 PARK LANE, SUITE 150, DALLAS, TX, 75231

- **Plan Type:** 401(k)

- **Total Participants:** 167

- **Total Assets:** $54.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|167|$54.3M|$0|$0|

| 2023|174|$44.5M|$0|$0|

## 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|

| PHILLIP V. GEORGE, PLLC|Auditor|$8,500|—|$8,500|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $8,500

- **Estimated Expense Ratio:** 0.016% 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|$114,778|$66,735|—|$8,500|—|

| 2023|$95,628|—|$95,628|—|—|

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