Plan Snapshot
- Plan Sponsor: Gulf Winds International, INC.
- Sponsor EIN: 760497105
- Sponsor Address: 5300 HIGHWAY 146, SEABROOK, TX, 77586
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $12.9M
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 | 202 | $12.9M | $538,761 | $871,110 |
| 2023 | 196 | $11.0M | $516,005 | $829,126 |
| 2022 | 185 | $10.6M | $508,225 | $818,904 |
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 |
|---|---|---|---|---|
| JAMES MILLER,CPA ,PC | Auditor | — | — | $0 |
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 | $72,270 | — | $13,058 | — | — |
| 2023 | $70,027 | $55,483 | — | — | — |
| 2022 | $60,270 | $60,270 | — | — | — |