Plan Snapshot
- Plan Sponsor: Planning Design Research Corporation
- Sponsor EIN: 741904393
- Sponsor Address: 2 HOUSTON CENTER, HOUSTON, TX, 77010
- Plan Type: 401(k)
- Total Participants: 42
- Total Assets: $13.8M
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 | 42 | $13.8M | $128,380 | $282,229 |
| 2023 | 37 | $13.4M | $136,570 | $346,546 |
| 2022 | 50 | $13.5M | $170,831 | $484,014 |
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 |
|---|---|---|---|---|
| WEINSTEIN SPIRA | Auditor | — | — | $0 |
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 | $9,394 | — | $9,394 | — | — |
| 2023 | $11,058 | — | $9,003 | — | — |
| 2022 | $10,709 | — | $10,709 | — | — |