Plan Snapshot
- Plan Sponsor: Gr Birdwell Construction, LP
- Sponsor EIN: 741971206
- Sponsor Address: P O BOX 690748, HOUSTON, TX, 77269
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $19.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 153 | $19.3M | $557,589 | $699,489 |
| 2023 | 127 | $16.7M | $305,478 | $642,813 |
| 2022 | 142 | $14.6M | $412,732 | $794,336 |
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 |
|---|---|---|---|---|
| DESROCHES PARTNERS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DESROCHES PARTNERS 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 | $33,818 | $123 | — | — | — |
| 2023 | $30,322 | $103 | — | — | — |
| 2022 | $37,101 | $43 | — | — | — |