Plan Snapshot
- Plan Sponsor: Peltram Plumbing Holdings LLC
- Sponsor EIN: 831054877
- Sponsor Address: 36310 HEMPSTEAD RD, HOCKLEY, TX, 77477
- Plan Type: 401(k)
- Total Participants: 780
- Total Assets: $18.8M
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 | 780 | $18.8M | $1.2M | $2.4M |
| 2023 | 677 | $16.7M | $964,399 | $2.2M |
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 |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $45,952 | — | $45,952 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $25,359 | — | $25,359 |
| EMPOWER ADVISORY GROUP, LLC | INERSTMENT MGMT | $8,890 | — | $8,890 |
| NOVA 401(K) ASSOCIATES | CONTRACT ADMIN | $8,510 | — | $8,510 |
| ROBERTSON & ROBERTSON PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROBERTSON & ROBERTSON PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,711
- Estimated Expense Ratio: 0.471% 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 | $88,703 | $54,834 | $8,510 | — | — |
| 2023 | $62,153 | $3,964 | — | — | — |