# Norwood Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/norwood-management-inc-401k-plan

> Norwood Management, INC.'s 401(k) plan: 177 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Norwood Management, INC.

- **Sponsor EIN:** 760180698

- **Sponsor Address:** 2901 W. SAM HOUSTON PKWY N., HOUSTON, TX, 77043

- **Plan Type:** 401(k)

- **Total Participants:** 177

- **Total Assets:** $23.5M

## 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|177|$23.5M|$860,264|$1.5M|

| 2023|157|$19.1M|$792,530|$1.4M|

| 2022|173|$15.3M|$690,917|$1.2M|

## 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|

| DOEREN MAYHEW ASSURANCE|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DOEREN MAYHEW ASSURANCE](https://planprovider.pro/provider/doeren-mayhew-assurance) — 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|$88,258|$64,252|—|—|—|

| 2023|$69,385|$51,425|—|—|—|

| 2022|$63,952|$8,145|—|—|—|

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