Plan Snapshot
- Plan Sponsor: Ham, Langston & Brezina, LLP
- Sponsor EIN: 760448495
- Sponsor Address: 11550 FUQUA STREET SUITE 475, HOUSTON, TX, 770344304
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $12.0M
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 | 99 | $12.0M | $387,782 | $797,224 |
| 2023 | 96 | $12.6M | $342,641 | $810,521 |
| 2022 | 93 | $10.0M | $267,951 | $640,351 |
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 |
|---|---|---|---|---|
| WRINKLE, GARDNER & COMPANY, P.C. | 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 | $2,050 | — | — | — | — |
| 2023 | $1,555 | — | — | — | — |
| 2022 | $1,350 | — | $1,350 | — | — |