Plan Snapshot
- Plan Sponsor: Don Mcgill Of West Houston, Ltd.
- Sponsor EIN: 741665036
- Sponsor Address: 21555 KATY FRWY, KATY, TX, 77450
- Plan Type: DC
- Total Participants: 554
- Total Assets: $13.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2023 | 554 | $13.1M | $0 | $1.6M |
| 2022 | 511 | $11.2M | $0 | $1.6M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $125,130 | — | $125,130 |
| HARPER PEARSON | NONE | $28,146 | — | $28,146 |
| HARPER & PEARSON COMPANY,P.C. | Auditor | $14,073 | — | $14,073 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- HARPER & PEARSON COMPANY,P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $167,349
- Estimated Expense Ratio: 1.275% 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 |
|---|---|---|---|---|---|
| 2023 | $76,638 | — | $62,565 | $14,073 | — |
| 2022 | $55,120 | — | $55,120 | — | — |