Plan Snapshot
- Plan Sponsor: Raecom Holdings, LLC
- Sponsor EIN: 202052978
- Sponsor Address: 4701 EAST FREEWAY, BAYTOWN, TX, 77521
- Plan Type: 401(k)
- Total Participants: 421
- Total Assets: $7.6M
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 | 421 | $7.6M | $126,377 | $921,213 |
| 2023 | 266 | $6.5M | $147,607 | $826,964 |
| 2022 | 224 | $2.9M | $83,281 | $616,184 |
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 | $13,935 | — | $13,935 |
| MML INVESTOR SERVICES LLC | ADVISOR | $12,380 | — | $12,380 |
| CETERA INVESTMENT ADVISORS LLC | ADVISOR | $10,934 | — | $10,934 |
| BROUSSARD AND COMPANY, CPAS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,249
- Estimated Expense Ratio: 0.489% 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 | $40,026 | $23,471 | — | — | — |
| 2023 | $28,217 | $9 | — | — | — |
| 2022 | $3,775 | — | $3,775 | — | — |