Plan Snapshot
- Plan Sponsor: Partner Industrial, LLC
- Sponsor EIN: 364844556
- Sponsor Address: 8901 GAYLORD DR SUITE 230, HOUSTON, TX, 77024
- Plan Type: 401(k)
- Total Participants: 2,213
- Total Assets: $6.1M
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 | 2,213 | $6.1M | $65 | $658,598 |
| 2023 | 2,350 | $5.2M | $4,702 | $664,840 |
| 2022 | 2,117 | $4.7M | $6,567 | $607,950 |
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 |
|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC DBA | INVESTMENT ADVISOR | $26,943 | — | $26,943 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,943
- Estimated Expense Ratio: 0.439% 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 | $29,781 | $29,302 | — | — | — |
| 2023 | $25,438 | $24,988 | — | — | — |
| 2022 | $25,536 | $1,304 | — | — | $24,232 |