Plan Snapshot
- Plan Sponsor: Edminster, Hinshaw, Russ & Assoc
- Sponsor EIN: 741593498
- Sponsor Address: 10011 MEADOWGLEN LANE, HOUSTON, TX, 77042
- Plan Type: 401(k)
- Total Participants: 224
- Total Assets: $20.7M
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 | 224 | $20.7M | $870,676 | $1.5M |
| 2023 | 182 | $16.6M | $770,764 | $1.3M |
| 2022 | 183 | $14.8M | $764,072 | $1.2M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL | INVESTMENT/FINANCIAL ADVI | $45,576 | — | $45,576 |
| ADP, INC. | RECORD KEEPER | $38,186 | — | $38,186 |
| MILLER GROSSBARD ADVISORS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- MILLER GROSSBARD ADVISORS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,762
- Estimated Expense Ratio: 0.404% 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 | $83,762 | $45,576 | — | — | — |
| 2023 | $70,460 | $38,428 | — | — | — |
| 2022 | $72,704 | — | — | — | — |