Plan Snapshot
- Plan Sponsor: Martin, Disiere, Jefferson & Wisdom, LLP
- Sponsor EIN: 760627804
- Sponsor Address: 808 TRAVIS STREET, HOUSTON, TX, 770025831
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $27.3M
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 | 124 | $27.3M | $516,214 | $1.1M |
| 2023 | 113 | $25.1M | $484,470 | $1.1M |
| 2022 | 106 | $21.6M | $473,227 | $933,427 |
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 |
|---|---|---|---|---|
| MELTON & MELTON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MELTON & MELTON, LLP — Auditor
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 | $61,627 | $33,633 | — | — | — |
| 2023 | $56,617 | $32,017 | — | — | — |
| 2022 | $81,446 | $21,849 | $2,672 | — | $1,945 |