Plan Snapshot
- Plan Sponsor: Houston Plating & Coatings, LLC
- Sponsor EIN: 050542096
- Sponsor Address: 1301 GEORGIA STREET, SOUTH HOUSTON, TX, 77587
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 150 | $6.8M | $221,100 | $327,455 |
| 2023 | 150 | $6.3M | $211,572 | $343,070 |
| 2022 | 142 | $5.7M | $207,847 | $321,160 |
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 | $49,375 | $19,858 | $25,842 | — | — |
| 2023 | $43,128 | $17,135 | $23,293 | — | — |
| 2022 | $42,610 | — | $42,610 | — | — |