Plan Snapshot
- Plan Sponsor: Max Grigsby Company, INC.
- Sponsor EIN: 741781826
- Sponsor Address: 6800 SANDS POINT DRIVE, HOUSTON, TX, 77074
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $8.8M
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 | 129 | $8.8M | $143,076 | $524,889 |
| 2023 | 148 | $7.4M | $141,828 | $493,357 |
| 2022 | 128 | $6.2M | $135,500 | $521,054 |
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 |
|---|---|---|---|---|
| WEINSTEIN SPIRA & COMPANY,P.C | 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 | $4,612 | — | — | — | — |
| 2023 | $4,669 | — | — | — | — |
| 2022 | $4,500 | — | $4,500 | — | — |