Plan Snapshot
- Plan Sponsor: Housley Group, INC.
- Sponsor EIN: 751899446
- Sponsor Address: 3550 S. BRYANT BOULEVARD, SAN ANGELO, TX, 76903
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $12.2M
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 | 179 | $12.2M | $435,115 | $610,439 |
| 2023 | 185 | $11.8M | $433,444 | $467,744 |
| 2022 | 176 | $11.9M | $375,000 | $452,587 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPER | $7,216 | — | $7,216 |
| WILSHIRE ASSOCIATES, INC. | RIA IA | $5,787 | — | $5,787 |
| ARMSTRONG, BACKUS & CO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER
- WILSHIRE ASSOCIATES, INC. — RIA IA
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,003
- Estimated Expense Ratio: 0.107% of plan assets
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 | $97,966 | $5,184 | $92,782 | — | — |
| 2023 | $94,330 | $5,183 | $77,797 | — | — |
| 2022 | $99,912 | $90,537 | $9,375 | — | — |