Plan Snapshot
- Plan Sponsor: Employee Owned Holdings, INC.
- Sponsor EIN: 208026834
- Sponsor Address: 16330 CENTRAL GREEN BLVD, HOUSTON, TX, 77032
- Plan Type: 401(k)
- Total Participants: 349
- Total Assets: $37.7M
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 | 349 | $37.7M | $922,405 | $2.1M |
| 2023 | 328 | $30.4M | $867,071 | $2.0M |
| 2022 | 303 | $24.7M | $730,148 | $1.7M |
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 |
|---|---|---|---|---|
| CALVETTI FERGUSON | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $103,021 | $63,678 | $39,343 | — | — |
| 2023 | $89,210 | $52,109 | $37,101 | — | — |
| 2022 | $84,292 | $49,452 | $34,840 | — | — |