Plan Snapshot
- Plan Sponsor: Objectwin Technology, INC.
- Sponsor EIN: 760555787
- Sponsor Address: 19219 KATY FREEWAY, HOUSTON, TX, 77094
- Plan Type: 401(k)
- Total Participants: 411
- Total Assets: $6.0M
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 | 411 | $6.0M | $21,829 | $815,827 |
| 2023 | 285 | $4.9M | $23,935 | $669,879 |
| 2022 | 292 | $4.0M | $22,196 | $596,132 |
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 |
|---|---|---|---|---|
| CALVETTI FERGUSON, 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 | $9,085 | — | — | — | — |
| 2023 | $9,860 | — | — | — | — |
| 2022 | $8,792 | — | — | — | — |