Plan Snapshot
- Plan Sponsor: Professional Compounding Centers
- Sponsor EIN: 742188864
- Sponsor Address: 9901 SOUTH WILCREST DRIVE, HOUSTON, TX, 77099
- Plan Type: 401(k)
- Total Participants: 364
- Total Assets: $46.5M
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 | 364 | $46.5M | $1.0M | $2.6M |
| 2023 | 307 | $38.6M | $863,648 | $2.2M |
| 2022 | 292 | $31.9M | $762,806 | $1.9M |
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 |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN 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 | $145,158 | $80,953 | — | — | — |
| 2023 | $110,090 | $60,387 | $49,703 | — | — |
| 2022 | $117,118 | $69,601 | $47,517 | — | — |