Plan Snapshot
- Plan Sponsor: Houston Distributing Company INC.
- Sponsor EIN: 741608783
- Sponsor Address: 7100 HIGH LIFE DRIVE, HOUSTON, TX, 77066
- Plan Type: 401(k)
- Total Participants: 420
- Total Assets: $30.7M
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 | 420 | $30.7M | $480,901 | $1.5M |
| 2023 | 432 | $29.1M | $480,248 | $1.5M |
| 2022 | 379 | $28.0M | $458,590 | $1.5M |
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 |
|---|---|---|---|---|
| USI CONSULTING GROUP | N/A | $10,683 | — | $10,683 |
| TILLER AND COMPANY | N/A | $9,154 | — | $9,154 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,837
- Estimated Expense Ratio: 0.065% 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 | $19,837 | — | — | $9,154 | — |
| 2023 | $17,130 | $830 | — | $6,000 | — |
| 2022 | $2,104 | — | — | — | $2,104 |