Plan Snapshot
- Plan Sponsor: David E. Harvey Builders, INC.
- Sponsor EIN: 760236902
- Sponsor Address: 3663 BRIARPARK DRIVE SUITE 101, HOUSTON, TX, 770425224
- Plan Type: 401(k)
- Total Participants: 644
- Total Assets: $91.4M
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 | 644 | $91.4M | $1.7M | $4.0M |
| 2023 | 650 | $79.2M | $1.8M | $3.9M |
| 2022 | 577 | $66.9M | $1.7M | $3.6M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $115,298 | — | $115,298 |
| WEAVER AND TIDWELL, L.L.P | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, L.L.P — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,298
- Estimated Expense Ratio: 0.126% 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 | $115,298 | — | — | — | — |
| 2023 | $50,826 | — | — | — | — |
| 2022 | $5,400 | — | $5,400 | — | — |