Plan Snapshot
- Plan Sponsor: Rwr Enterprises, INC.
- Sponsor EIN: 742080170
- Sponsor Address: 24 GREENWAY PLAZA, HOUSTON, TX, 77046
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | $2.8M | $13,434 | $50,539 |
| 2023 | 162 | $3.2M | $0 | $104,051 |
| 2022 | 50 | $2.7M | $0 | $139,658 |
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 |
|---|---|---|---|---|
| ROBERTSON & ROBERTSON, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROBERTSON & ROBERTSON, PLLC — Auditor
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 | $889,131 | — | $3,081 | — | — |
| 2023 | $65,525 | — | $3,465 | — | — |
| 2022 | $15,825 | $6,000 | $4,855 | — | $4,970 |