# Osha Bergman Watanabe & Burton LLP 401(k) Plan
Source: https://planprovider.pro/companies/osha-bergman-watanabe-burton-llp-401k-plan

> Osha Bergman Watanabe & Burton LLP's 401(k) plan: 123 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Osha Bergman Watanabe & Burton LLP

- **Sponsor EIN:** 760571383

- **Sponsor Address:** 1100 LOUISIANA ST., HOUSTON, TX, 77002

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

- **Total Participants:** 123

- **Total Assets:** $18.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|123|$18.1M|$280,030|$1.0M|

| 2023|118|$15.0M|$281,368|$1.0M|

| 2022|101|$12.0M|$275,684|$916,747|

## 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|

| WEALTH ENHANCEMENT ADVISORY SERVICE|SERVICE PROVIDER/ADVISOR|$4,384|$16,041|$20,425|

| DESROCHES PARTNERS|SERVICE PROVIDER|$6,000|—|$6,000|

| ALLIANCE BENEFIT GROUP OF HOUSTON|THIRD PARTY ADMINISTRATO|—|$5,735|$5,735|

### Verified Provider Profiles

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

- [DESROCHES PARTNERS](https://planprovider.pro/provider/desroches-partners) — SERVICE PROVIDER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $32,160

- **Estimated Expense Ratio:** 0.178% of plan assets

### 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|$26,831|—|$26,831|—|—|

| 2023|$26,968|—|$26,968|—|—|

| 2022|$21,339|—|$21,339|—|—|

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