Plan Snapshot
- Plan Sponsor: Patterson & Sheridan, LLP
- Sponsor EIN: 223340889
- Sponsor Address: 24 GREENWAY PLAZA, HOUSTON, TX, 77046
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $53.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 137 | $53.7M | $1.9M | $1.8M |
| 2023 | 152 | $45.8M | $1.8M | $1.8M |
| 2022 | 139 | $38.0M | $1.6M | $1.6M |
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 |
|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | ADVISORY SERVICES | $41,366 | — | $41,366 |
| STANCORP FINANCIAL GROUP, INC. | RECORDKEEPER | $40,490 | — | $40,490 |
| ECONOMIC GROUP PENSION SERVICES | TPA SERVICES | — | $27,906 | $27,906 |
| ASSUREDPARTNERS INVESTMENT ADVISORS | ADVISORY SERVICES | $15,378 | — | $15,378 |
| TOTAL SCHWAB | CUSTODY FEES | — | $5,006 | $5,006 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES — ADVISORY SERVICES
- STANCORP FINANCIAL GROUP, INC. — RECORDKEEPER
- ASSUREDPARTNERS INVESTMENT ADVISORS — ADVISORY SERVICES
- TOTAL SCHWAB — CUSTODY FEES
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $130,146
- Estimated Expense Ratio: 0.242% 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 | $18,476 | — | $18,476 | — | — |
| 2023 | $8,583 | — | $8,583 | — | — |
| 2022 | $7,819 | — | $7,819 | — | — |