# Peltram Plumbing Holdings LLC 401(k) Plan
Source: https://planprovider.pro/companies/peltram-plumbing-holdings-llc-401k-plan

> Peltram Plumbing Holdings LLC's 401(k) plan: 780 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/robertson-and-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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/peltram-plumbing-holdings-llc-401k-plan)

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