Plan Snapshot
- Plan Sponsor: New Tech Engineering LP
- Sponsor EIN: 760564778
- Sponsor Address: 911 REGIONAL PARK DR., HOUSTON, TX, 77060
- Plan Type: 401(k)
- Total Participants: 393
- Total Assets: $20.0M
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 | 393 | $20.0M | $0 | $2.2M |
| 2023 | 384 | $16.9M | $963,706 | $1.7M |
| 2022 | 343 | $13.0M | $1.1M | $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 |
|---|---|---|---|---|
| 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 | $76,850 | — | $76,850 | — | — |
| 2023 | $55,306 | $52,701 | — | — | — |
| 2022 | $48,931 | — | $48,931 | — | — |