Plan Snapshot
- Plan Sponsor: Royston, Rayzor, Vickery & Williams, LLP
- Sponsor EIN: 741196579
- Sponsor Address: 1415 LOUISIANA STREET, STE 4200, HOUSTON, TX, 77002
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $21.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 103 | $21.5M | $492,410 | $482,005 |
| 2023 | 82 | $20.7M | $575,984 | $411,076 |
| 2022 | 97 | $21.6M | $422,800 | $403,557 |
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 |
|---|---|---|---|---|
| M.E. ALLISON & CO., INC. | INVESTMENT ADVISOR | $28,139 | — | $28,139 |
| ONEAMERICA RETIREMENT SERVICES, LLC | RECORDKEEPER | $24,389 | — | $24,389 |
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,528
- Estimated Expense Ratio: 0.244% 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 | $52,528 | $28,139 | $24,389 | — | — |
| 2023 | $57,908 | $29,933 | $27,975 | — | — |
| 2022 | $68,983 | $36,362 | $31,443 | — | — |