Plan Snapshot
- Plan Sponsor: Powertherm Co INC
- Sponsor EIN: 741586963
- Sponsor Address: 6545 N ELRIDGE PARKWAY, HOUSTON, TX, 770412422
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $11,371 | $11,040 |
| 2023 | 165 | $3.9M | $367,533 | $453,889 |
| 2022 | 142 | $5.5M | $551,868 | $344,636 |
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 |
|---|---|---|---|---|
| DESROCHES PARTNERS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DESROCHES PARTNERS, 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 | $1,675 | — | $1,675 | — | — |
| 2023 | $1,540 | — | $1,540 | — | — |
| 2022 | $486 | — | $486 | — | — |