Plan Snapshot
- Plan Sponsor: Mcguire Moorman Hospitality, LLC
- Sponsor EIN: 454281408
- Sponsor Address: 1711 SOUTH CONGRESS AVENUE, AUSTIN, TX, 78704
- Plan Type: 401(k)
- Total Participants: 220
- Total Assets: $4.9M
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 | 220 | $4.9M | $505,880 | $1.0M |
| 2023 | 220 | $3.3M | $430,254 | $892,554 |
| 2022 | 211 | $1.9M | $424,191 | $819,880 |
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 |
|---|---|---|---|---|
| PEGGY S. EDGE, CPA, LLC. | 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 | $36,858 | — | $9,259 | — | — |
| 2023 | $26,993 | — | $8,246 | — | — |
| 2022 | $21,052 | $12,417 | $8,635 | — | — |