Plan Snapshot
- Plan Sponsor: Michael Stevens Interests, INC.
- Sponsor EIN: 760080811
- Sponsor Address: 8582 KATY FWY., # 201, HOUSTON, TX, 77024
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $8.5M
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 | 180 | $8.5M | $179,640 | $262,063 |
| 2023 | 241 | $8.0M | $120,000 | $279,483 |
| 2022 | 194 | $6.2M | $152,290 | $246,201 |
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 |
|---|---|---|---|---|
| EEPB | 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 | $3,290 | — | — | — | — |
| 2023 | $2,790 | — | — | — | — |
| 2022 | $3,116 | — | — | — | — |