# Roberts Markel Weinberg Butler Hailey P.C. 401(k) Plan
Source: https://planprovider.pro/companies/roberts-markel-weinberg-butler-hailey-p-c-401k-plan

> Roberts Markel Weinberg Butler Hailey P.C.'s 401(k) plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roberts Markel Weinberg Butler Hailey P.C.

- **Sponsor EIN:** 810579836

- **Sponsor Address:** 2800 POST OAK BLVD., HOUSTON, TX, 77056

- **Plan Type:** 401(k)

- **Total Participants:** 122

- **Total Assets:** $15.7M

## 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|122|$15.7M|$310,066|$991,635|

| 2023|116|$12.6M|$188,346|$861,714|

| 2022|111|$10.7M|$261,460|$835,576|

## 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|

| NOVA 401(K) ASSOCIATES|TPA|—|$6,742|$6,742|

| WITHUMSMITH+BROWN, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $6,742

- **Estimated Expense Ratio:** 0.043% 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|$9,147|$1,972|$6,225|—|—|

| 2023|$8,373|—|$8,373|—|—|

| 2022|$6,164|—|$6,164|—|—|

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