Plan Snapshot
- Plan Sponsor: Employer Flexible
- Sponsor EIN: 274406361
- Sponsor Address: 7102 N. SAM HOUSTON PKWY W, HOUSTON, TX, 77064
- Plan Type: 401(k)
- Total Participants: 11,224
- Total Assets: $215.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 11,224 | $215.4M | $9.7M | $20.1M |
| 2023 | 11,014 | $211.0M | $8.8M | $18.3M |
| 2022 | 10,476 | $147.3M | $6.2M | $13.7M |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | Recordkeeper | $1,206,173 | — | $1,206,173 |
| PINNACLE FINANCIAL SERVICES, INC. | Recordkeeper | $176,998 | $931 | $177,929 |
| EMPLOYER FLEXIBLE HR LLC | Other Service Provider | $144,793 | — | $144,793 |
| NPPG FIDUCIARY SERVICES | Recordkeeper | $132,244 | — | $132,244 |
| 360 PAYROLL INTEGRATION CORPORATION | Recordkeeper | $45,673 | — | $45,673 |
| TEMPLETON & COMPANY, LLP | Auditor | $26,500 | — | $26,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INSURAN — Recordkeeper
- TEMPLETON & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,733,312
- Estimated Expense Ratio: 0.805% 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 | $2,108,063 | — | $1,758,853 | $26,500 | — |
| 2023 | $1,498,946 | — | $1,270,390 | $46,500 | — |
| 2022 | $944,135 | — | $795,995 | — | — |