Plan Snapshot
- Plan Sponsor: Percheron Holdings, LLC
- Sponsor EIN: 271955567
- Sponsor Address: 1904 WEST GRAND PARKWAY N SUITE 200, KATY, TX, 77449
- Plan Type: 401(k)
- Total Participants: 854
- Total Assets: $21.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 854 | $21.9M | $0 | $2.1M |
| 2023 | 780 | $18.1M | $0 | $1.7M |
| 2022 | 850 | $15.2M | $0 | $1.5M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $94,834 | $44,804 | — | — | — |
| 2023 | $80,080 | $39,232 | — | — | — |
| 2022 | $80,055 | $31,962 | $48,093 | — | — |