Plan Snapshot
- Plan Sponsor: Perdue, Brandon, Fielder, Collins And Mott, L.L.P.
- Sponsor EIN: 752027956
- Sponsor Address: 1235 N. LOOP W., STE. 600, HOUSTON, TX, 77008
- Plan Type: 401(k)
- Total Participants: 458
- Total Assets: $33.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 458 | $33.7M | $1.9M | $2.0M |
| 2023 | 371 | $28.4M | $1.7M | $1.8M |
| 2022 | 356 | $21.9M | $1.7M | $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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $39,587 | — | $39,587 |
| MWH GROUP, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,587
- Estimated Expense Ratio: 0.118% 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 | $39,587 | — | — | — | — |
| 2023 | $36,918 | — | — | — | — |
| 2022 | $35,177 | — | — | — | — |