Plan Snapshot
- Plan Sponsor: Patrick O'Connor & Associates LP
- Sponsor EIN: 760419951
- Sponsor Address: 2200 NORTH LOOP WEST, HOUSTON, TX, 77018
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $12.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 168 | $12.1M | $267,849 | $1.1M |
| 2023 | 141 | $9.8M | $239,074 | $871,606 |
| 2022 | 103 | $7.7M | $138,659 | $730,189 |
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 |
|---|---|---|---|---|
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO LLP — 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 | $8,108 | — | $8,108 | — | — |
| 2023 | $8,461 | — | $8,461 | — | — |
| 2022 | $9,360 | — | $9,360 | — | — |