# Martin, Disiere, Jefferson & Wisdom, LLP 401(k) Plan
Source: https://planprovider.pro/companies/martin-disiere-jefferson-wisdom-llp-401k-plan

> Martin, Disiere, Jefferson & Wisdom, LLP's 401(k) plan: 124 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/melton-and-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|

## Similar Plans

- [Resource Care](https://planprovider.pro/companies/resource-care-401k-plan) — 117 participants

- [Traffic Highway Maintenance](https://planprovider.pro/companies/total-highway-maintenance-401k-plan) — 117 participants

- [Telsco Industries, INC.](https://planprovider.pro/companies/telsco-industries-inc-401k-plan) — 107 participants

- [Samsung Hvac America, LLC](https://planprovider.pro/companies/samsung-hvac-america-llc-401k-plan) — 107 participants

- [Partner Forces, LLC](https://planprovider.pro/companies/partner-forces-llc-401k-plan) — 103 participants

- [Anderton Group Ii, Ltd.](https://planprovider.pro/companies/anderton-group-ii-ltd-401k-plan) — 156 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/martin-disiere-jefferson-wisdom-llp-401k-plan)

© 2026 PlanProvider.Pro