Plan Snapshot
- Plan Sponsor: G & H Diversified Manufacturing, LP
- Sponsor EIN: 741657937
- Sponsor Address: 11660 BRITTMOORE PARK DRIVE, HOUSTON, TX, 77041
- Plan Type: 401(k)
- Total Participants: 313
- Total Assets: $13.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 313 | $13.4M | $686,396 | $1.1M |
| 2023 | 349 | $11.2M | $596,524 | $996,866 |
| 2022 | 421 | $9.2M | $556,618 | $980,661 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $52,910 | — | $52,910 |
| THE ARMSTRONG GROUP PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- THE ARMSTRONG GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,910
- Estimated Expense Ratio: 0.395% 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 | $55,580 | $2,670 | — | — | — |
| 2023 | $45,153 | $1,555 | — | — | — |
| 2022 | $42,208 | $173 | — | — | — |