Plan Snapshot
- Plan Sponsor: Pvi Holdings, INC.
- Sponsor EIN: 262137253
- Sponsor Address: 13801 NORTH FREEWAY, HOUSTON, TX, 77090
- Plan Type: 401(k)
- Total Participants: 1,006
- Total Assets: $107.8M
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 | 1,006 | $107.8M | $2.6M | $6.7M |
| 2023 | 1,153 | $99.7M | $2.5M | $6.4M |
| 2022 | 1,110 | $84.2M | $996,046 | $2.4M |
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 |
|---|---|---|---|---|
| COHNREZNICK | 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 | $209,643 | — | $209,643 | — | — |
| 2023 | $172,214 | — | $172,214 | — | — |
| 2022 | $53,934 | — | $53,934 | — | — |