Plan Snapshot
- Plan Sponsor: Kbrwyle Technology Solutions, LLC
- Sponsor EIN: 520741967
- Sponsor Address: 601 JEFFERSON AVE, HOUSTON, TX, 77002
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $58.1M | $115.2M |
| 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. | NONE | $990,516 | — | $990,516 |
| VANGUARD ADVISERS INC. | NONE | $888,660 | — | $888,660 |
| CURCIO WEBB, LLC | NONE | $886,626 | — | $886,626 |
| WEAVER & TIDWELL LLP | NONE | $54,796 | — | $54,796 |
| JACKSON LEWIS PC | NONE | $14,464 | — | $14,464 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- VANGUARD ADVISERS INC. — NONE
- WEAVER & TIDWELL LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,835,062
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 | $1,445,851 | $772,524 | — | $15,960 | — |
| 2023 | $1,394,685 | $887,643 | — | $27,398 | — |
| 2022 | $1,123,838 | — | — | — | — |