# Royston, Rayzor, Vickery & Williams, LLP 401(k) Plan
Source: https://planprovider.pro/companies/royston-rayzor-vickery-williams-llp-401k-plan

> Royston, Rayzor, Vickery & Williams, LLP's 401(k) plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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