Plan Snapshot
- Plan Sponsor: Pv Fluid Products, INC.
- Sponsor EIN: 760505796
- Sponsor Address: 11901 CUTTEN RD., HOUSTON, TX, 77066
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $8.6M
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 | 154 | $8.6M | $305,629 | $880,231 |
| 2023 | 167 | $6.4M | $412,171 | $809,536 |
| 2022 | 160 | $4.6M | $361,965 | $660,574 |
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 |
|---|---|---|---|---|
| BOKF, NA | TRUSTEE | $13,309 | — | $13,309 |
| 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: $13,309
- Estimated Expense Ratio: 0.154% 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 | $13,309 | — | — | — | — |
| 2023 | $21,824 | $3,479 | — | — | — |
| 2022 | $22,234 | — | — | — | $22,234 |