# Powerhouse Retail Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/powerhouse-retail-services-llc-401k-plan

> Powerhouse Retail Services, LLC's 401(k) plan: 730 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Powerhouse Retail Services, LLC

- **Sponsor EIN:** 260761398

- **Sponsor Address:** 812 S. CROWLEY ROAD, SUITE A, CROWLEY, TX, 73036

- **Plan Type:** 401(k)

- **Total Participants:** 730

- **Total Assets:** $25.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|730|$25.7M|$343,901|$2.4M|

| 2023|702|$27.1M|$482,521|$2.5M|

| 2022|795|$25.5M|$443,457|$2.7M|

## 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|$52,754|—|$52,754|

| CREATIVE PLANNING LLC|ADVISOR|$39,701|—|$39,701|

| RAYMOND JAMES & ASSOCIATES INC|ADVISOR|$9,217|—|$9,217|

| STRATEGIC ADVISORS, INC.|ADVISOR|$7,698|—|$7,698|

| KHA ACCOUNTANTS, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [RAYMOND JAMES & ASSOCIATES INC](https://planprovider.pro/provider/john-hancock) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [KHA ACCOUNTANTS, PLLC](https://planprovider.pro/provider/kha-accountants-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $109,370

- **Estimated Expense Ratio:** 0.426% 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|$109,129|$56,616|—|—|—|

| 2023|$96,893|$55,669|$300|—|—|

| 2022|$105,656|$8,315|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/powerhouse-retail-services-llc-401k-plan)

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