Plan Snapshot
- Plan Sponsor: Houston Enterprises INC
- Sponsor EIN: 141837363
- Sponsor Address: 43 DICKINSON DR, GRANVILLE, MA, 010349511
- Plan Type: 401(k)
- Total Participants: 47
- Total Assets: $139,098
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 47 | $139,098 | $0 | $80,458 |
| 2023 | 103 | $461,370 | $0 | $95,205 |
| 2022 | 90 | $344,468 | $0 | $103,306 |
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 |
|---|---|---|---|---|
| MEYERS BROTHERS KALICKA, 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 | $5,609 | $2,358 | $2,391 | — | — |
| 2023 | $4,350 | $1,842 | $1,648 | — | — |
| 2022 | $2,870 | — | $2,870 | — | — |