Plan Snapshot
- Plan Sponsor: Perry Homes, LLC
- Sponsor EIN: 760276305
- Sponsor Address: 3200 SOUTHWEST FREEWAY SUITE 2800, HOUSTON, TX, 77027
- Plan Type: 401(k)
- Total Participants: 1,570
- Total Assets: $107.9M
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 | 1,570 | $107.9M | $4.0M | $11.5M |
| 2023 | 1,410 | $90.3M | $3.5M | $10.2M |
| 2022 | 1,278 | $71.3M | $3.4M | $9.9M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $78,165 | — | $78,165 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $60,212 | — | $60,212 |
| NFP RETIREMENT INC | INVESTMENT ADVISOR | $17,985 | — | $17,985 |
| WEAVER & TIDWELL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER & TIDWELL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $156,362
- Estimated Expense Ratio: 0.145% 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 | $165,506 | — | — | — | — |
| 2023 | $121,816 | — | — | — | — |
| 2022 | $95,713 | — | — | — | $95,713 |