Plan Snapshot
- Plan Sponsor: Houston Metro Urology, P.A.
- Sponsor EIN: 204473802
- Sponsor Address: 4223 RICHMOND AVENUE, HOUSTON, TX, 77027
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $40.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 130 | $40.8M | $1.2M | $787,379 |
| 2023 | 120 | $39.3M | $1.2M | $684,965 |
| 2022 | 117 | $33.2M | $1.1M | $691,971 |
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 |
|---|---|---|---|---|
| EEPB | 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 | $64,202 | — | $64,202 | — | — |
| 2023 | $56,573 | — | $56,573 | — | — |
| 2022 | $57,237 | $8 | $57,229 | — | — |