Plan Snapshot
- Plan Sponsor: Houston Livestock Show And Rodeo, INC.
- Sponsor EIN: 741142851
- Sponsor Address: P.O. BOX 20070, HOUSTON, TX, 772250070
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $11.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 149 | $11.0M | $449,824 | $1.1M |
| 2023 | 143 | $9.4M | $275,592 | $1.0M |
| 2022 | 138 | $7.4M | $212,349 | $949,244 |
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 |
|---|---|---|---|---|
| MCCONNELL&JONESLLP | Auditor | $18,360 | — | $18,360 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCCONNELL&JONESLLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,360
- Estimated Expense Ratio: 0.167% 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 | $21,814 | $2,842 | — | $18,360 | — |
| 2023 | $10,530 | $1,184 | — | $8,708 | — |
| 2022 | $5,446 | $345 | — | — | — |