Plan Snapshot
- Plan Sponsor: Holloway Houston, INC.
- Sponsor EIN: 741365687
- Sponsor Address: 5833 ARMOUR DR, HOUSTON, TX, 77020
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 175
- Total Assets: $19.0M
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. |
|---|---|---|---|---|
| 2025 | 175 | $19.0M | $0 | $0 |
| 2024 | 159 | $16.6M | $302,222 | $627,097 |
| 2023 | 162 | $14.7M | $283,156 | $551,492 |
| 2022 | 190 | $12.4M | $282,571 | $577,113 |
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 |
|---|---|---|---|---|
| BLAZEK & VETTERLING | 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 |
|---|---|---|---|---|---|
| 2025 | $1,397,760 | $3,308 | — | — | — |
| 2024 | $6,045 | $1,970 | — | — | — |
| 2023 | $3,038 | $188 | — | — | — |
| 2022 | $3,450 | — | — | — | — |