Plan Snapshot
- Plan Sponsor: Houston Area Safety Council, INC.
- Sponsor EIN: 760313275
- Sponsor Address: 5213 CENTER ST., PASADENA, TX, 77505
- Plan Type: 401(k)
- Total Participants: 219
- Total Assets: $17.3M
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 | 219 | $17.3M | $722,627 | $971,486 |
| 2023 | 198 | $15.0M | $646,824 | $833,082 |
| 2022 | 174 | $12.2M | $531,222 | $694,132 |
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 |
|---|---|---|---|---|
| CALVETTI FERGUSON, LLC | 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 | $7,005 | — | $7,005 | — | — |
| 2023 | $7,405 | — | $7,405 | — | — |
| 2022 | $57,599 | — | $57,599 | — | — |