Plan Snapshot
- Plan Sponsor: Kbrwyle Technology Solutions, LLC
- Sponsor EIN: 520741967
- Sponsor Address: 601 JEFFERSON AVE, HOUSTON, TX, 77002
- Plan Type: 401(k)
- Plan Number: 014
- Total Participants: 10,640
- Total Assets: $1.8B
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. |
|---|---|---|---|---|
| 2023 | 10,640 | $1.8B | $57.1M | $108.8M |
| 2022 | 10,619 | $1.3B | $52.2M | $100.4M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Other Service Provider | $495,258 | — | $495,258 |
| VANGUARD ADVISERS INC. | Recordkeeper | $444,330 | — | $444,330 |
| CURCIO WEBB, LLC | Other Service Provider | $443,313 | — | $443,313 |
| WEAVER & TIDWELL LLP | Auditor | $27,398 | — | $27,398 |
| JACKSON LEWIS PC | Other Service Provider | $7,232 | — | $7,232 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC. — Recordkeeper
- WEAVER & TIDWELL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,417,531
- Estimated Expense Ratio: 0.080% 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 |
|---|---|---|---|---|---|
| 2023 | $1,394,685 | $887,643 | — | $27,398 | — |
| 2022 | $1,123,838 | — | — | — | — |