Plan Snapshot
- Plan Sponsor: Houston Physician Hospital
- Sponsor EIN: 571145567
- Sponsor Address: 333 N. TEXAS AVE., WEBSTER, TX, 77598
- Plan Type: 401(k)
- Total Participants: 324
- Total Assets: $12.6M
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 | 324 | $12.6M | $698,674 | $1.4M |
| 2023 | 321 | $9.9M | $665,927 | $1.3M |
| 2022 | 318 | $6.9M | $569,000 | $1.2M |
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 |
|---|---|---|---|---|
| WORLD EQUITY GROUP INC. | NONE | $64,562 | — | $64,562 |
| CPI QUALIFIED PLAN CONSULTANTS, INC | NONE | $31,070 | — | $31,070 |
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CPI QUALIFIED PLAN CONSULTANTS, INC — NONE
- LBMC, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,632
- Estimated Expense Ratio: 0.759% 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 | $95,632 | $64,562 | $14,479 | — | — |
| 2023 | $74,889 | $45,660 | $13,301 | — | — |
| 2022 | $66,909 | $39,007 | $27,902 | — | — |