Plan Snapshot
- Plan Sponsor: Medical Clinic Of Houston, LLP
- Sponsor EIN: 741181532
- Sponsor Address: 1701 SUNSET BLVD, HOUSTON, TX, 77005
- Plan Type: 401(k)
- Total Participants: 222
- Total Assets: $64.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 222 | $64.6M | $1.7M | $1.4M |
| 2023 | 209 | $57.4M | $1.5M | $1.3M |
| 2022 | 213 | $47.1M | $1.6M | $1.3M |
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 | $35,601 | $35,601 | — | — | — |
| 2023 | $39,713 | $37,388 | — | — | — |
| 2022 | $44,433 | $40,608 | — | — | — |