# Employee Owned Holdings, Incorporated DC Plan
Source: https://planprovider.pro/companies/employee-owned-holdings-inc-plan-001

> Employee Owned Holdings, Incorporated's DC plan: 292 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Employee Owned Holdings, Incorporated

- **Sponsor EIN:** 208026834

- **Sponsor Address:** 16330 CENTRAL GREEN BLVD., HOUSTON, TX, 77032

- **Plan Type:** DC

- **Total Participants:** 292

- **Total Assets:** $148.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|292|$148.5M|$8.3M|$0|

| 2023|286|$147.5M|$7.4M|$0|

| 2022|260|$128.4M|$6.2M|$0|

## 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, LLC|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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [A-7 Austin, LLC](https://planprovider.pro/companies/a-7-austin-llc-401k-plan) — 278 participants

- [Yellowhouse Machinery Company](https://planprovider.pro/companies/yellowhouse-machinery-company-401k-plan) — 277 participants

- [Johnson Equipment Company](https://planprovider.pro/companies/johnson-equipment-company-401k-plan-001-8888) — 273 participants

- [Cw Operating Partnership LLC](https://planprovider.pro/companies/cw-operating-partnership-llc-401k-plan) — 249 participants

- [Techline, INC.](https://planprovider.pro/companies/techline-inc-plan-333) — 342 participants

- [Employee Owned Holdings, INC.](https://planprovider.pro/companies/employee-owned-holdings-inc-401k-plan) — 349 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/employee-owned-holdings-inc-plan-001)

© 2026 PlanProvider.Pro