Plan Snapshot
- Plan Sponsor: Goree Architects INC.
- Sponsor EIN: 760687452
- Sponsor Address: 5151 SAN FELIPE STREET SUITE 1700, HOUSTON, TX, 77056
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $7.4M
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 | 155 | $7.4M | $371,219 | $771,687 |
| 2023 | 58 | $1.4M | $146,304 | $226,803 |
| 2022 | 35 | $767,900 | $84,781 | $134,181 |
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 |
|---|---|---|---|---|
| TEMPLETON & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON & COMPANY LLP — Auditor
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 | $9,656 | $1,697 | $7,959 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |