Plan Snapshot
- Plan Sponsor: Houston Pilots
- Sponsor EIN: 760289736
- Sponsor Address: 203 DEERWOOD GLEN DR, DEER PARK, TX, 77536
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $136.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 142 | $136.8M | $4.8M | $2.5M |
| 2023 | 133 | $121.2M | $4.4M | $2.4M |
| 2022 | 121 | $107.3M | $4.1M | $2.1M |
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 |
|---|---|---|---|---|
| WEINSTEIN SPIRA & COMPANY, 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 | $178,379 | $162,641 | — | — | — |
| 2023 | $124,828 | $123,049 | — | — | — |
| 2022 | $128,666 | $127,624 | — | — | — |