Plan Snapshot
- Plan Sponsor: Lansdowne Moody Company LP
- Sponsor EIN: 741069713
- Sponsor Address: 8445 EAST FREEWAY, HOUSTON, TX, 77029
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 132 | $5.4M | $105,063 | $614,817 |
| 2023 | 151 | $5.2M | $99,171 | $576,556 |
| 2022 | 145 | $4.1M | $91,088 | $502,444 |
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 |
|---|---|---|---|---|
| CALVETTI FERGUSON | 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 | $40,446 | $8,176 | $24,094 | — | — |
| 2023 | $31,384 | $5,866 | $19,654 | — | — |
| 2022 | $28,147 | $5,353 | $17,441 | — | $5,353 |