Plan Snapshot
- Plan Sponsor: Gray Reed & Mcgraw LLP
- Sponsor EIN: 814045088
- Sponsor Address: 1300 POST OAK BLVD SUITE 2000, HOUSTON, TX, 77056
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $54.1M
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 | 162 | $54.1M | $1.8M | $1.8M |
| 2023 | 157 | $46.2M | $1.6M | $1.8M |
| 2022 | 143 | $40.1M | $1.7M | $1.6M |
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 |
|---|---|---|---|---|
| WEAVER AND TIDWELL, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, L.L.P. — 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 | $28,600 | $8,469 | — | — | — |
| 2023 | $11,279 | $14,247 | — | — | — |
| 2022 | $11,758 | $12,579 | — | — | — |