Plan Snapshot
- Plan Sponsor: M.J. Sheridan Of Texas, INC.
- Sponsor EIN: 760243183
- Sponsor Address: 7935 HARM RD, HOUSTON, TX, 77041
- Plan Type: 401(k)
- Total Participants: 329
- Total Assets: $4.1M
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 | 329 | $4.1M | $382,334 | $634,482 |
| 2023 | 301 | $2.9M | $344,084 | $541,102 |
| 2022 | 319 | $1.9M | $342,374 | $538,528 |
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 |
|---|---|---|---|---|
| EQUITABLE ADVISORS LLC | SERVICE PROVIDER | — | $15,906 | $15,906 |
| CARR, RIGGS, & INGRAM, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,906
- Estimated Expense Ratio: 0.386% 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 | $8,376 | $2,426 | $5,750 | — | — |
| 2023 | $5,447 | — | $5,447 | — | — |
| 2022 | $2,728 | $2,728 | — | — | — |