Plan Snapshot
- Plan Sponsor: Greater Houston Retailers Cooperative Association, INC.
- Sponsor EIN: 204468179
- Sponsor Address: 12790 S KIRKWOOD RD, STAFFORD, TX, 77477
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 213 | $2.8M | $341,882 | $484,827 |
| 2023 | 203 | $2.0M | $271,665 | $424,439 |
| 2022 | 206 | $1.4M | $240,131 | $370,658 |
| 2021 | 190 | $884,212 | $0 | $0 |
| 2020 | 176 | $496,110 | $0 | $0 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $8,302 | — | $8,302 | — | — |
| 2023 | $8,731 | — | $8,731 | — | — |
| 2022 | $15,804 | — | — | — | — |
| 2021 | $11,978 | — | — | — | — |
| 2020 | $5,870 | — | — | — | — |