Plan Snapshot
- Plan Sponsor: Matkin-Hoover Engineering, INC.
- Sponsor EIN: 260009386
- Sponsor Address: 8 SPENCER ROAD, STE. 100, BOERNE, TX, 78006
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $5.6M
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 | 118 | $5.6M | $264,782 | $289,479 |
| 2023 | 108 | $4.6M | $261,004 | $274,587 |
| 2022 | 105 | $3.6M | $243,646 | $293,167 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FSA 338 | RIA | $14,017 | — | $14,017 |
| LOWREY POWELL STEVENS & MANGUM PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FSA 338 — RIA
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,017
- Estimated Expense Ratio: 0.252% 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 | $34,771 | $15,407 | $19,364 | — | — |
| 2023 | $29,477 | $12,183 | $17,294 | — | — |
| 2022 | $25,240 | — | $25,240 | — | — |