# Edminster, Hinshaw, Russ & Assoc 401(k) Plan
Source: https://planprovider.pro/companies/edminster-hinshaw-russ-assoc-401k-plan

> Edminster, Hinshaw, Russ & Assoc's 401(k) plan: 224 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [MILLER GROSSBARD ADVISORS LLP](https://planprovider.pro/provider/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|—|—|—|—|

## Similar Plans

- [Ensite Usa,INC](https://planprovider.pro/companies/ensite-usa-inc-401k-plan) — 226 participants

- [Summa Group, LLC](https://planprovider.pro/companies/summa-group-llc-401k-plan) — 221 participants

- [Stracon Services Group, LLC](https://planprovider.pro/companies/stracon-services-group-llc-401k-plan) — 233 participants

- [Ema Engineering & Consulting, INC.](https://planprovider.pro/companies/ema-engineering-consulting-inc-401k-plan) — 234 participants

- [Aegeus Management Services](https://planprovider.pro/companies/applus-management-services-inc-401k-plan-002) — 235 participants

- [Teague Nall And Perkins, INC](https://planprovider.pro/companies/teague-nall-and-perkins-inc-401k-plan) — 236 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/edminster-hinshaw-russ-assoc-401k-plan)

© 2026 PlanProvider.Pro