# Houston Pilots DC Plan
Source: https://planprovider.pro/companies/houston-pilots-plan-003

> Houston Pilots&#39;s DC plan: 142 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Houston Pilots

- **Sponsor EIN:** 760289736

- **Sponsor Address:** 203 DEERWOOD GLEN DR, DEER PARK, TX, 77536

- **Plan Type:** DC

- **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|

| AVIDIAN WEALTH SOLUTIONS LLC|INVESTMENT ADVISOR|$133,920|—|$133,920|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$15,738|—|$15,738|

| FCA CORP|INVESTMENT ADVISOR|$15,192|—|$15,192|

| HOPWOOD FINANCIAL SERVICES INC|INVESTMENT ADVISOR|$5,353|—|$5,353|

| WEINSTEIN SPIRA & COMPANY, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $170,203

- **Estimated Expense Ratio:** 0.124% 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|$178,379|$162,641|—|—|—|

| 2023|$124,828|$123,049|—|—|—|

| 2022|$128,666|$127,624|—|—|—|

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