Plan Snapshot
- Plan Sponsor: Schouest, Bamdas, Soshea , Benmaier & Eastham, PLLC
- Sponsor EIN: 473125754
- Sponsor Address: 1001 MCKINNEY ST. SUITE 1400, HOUSTON, TX, 77002
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $10.2M
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 | 243 | $10.2M | $0 | $1.6M |
| 2023 | 225 | $8.6M | $0 | $1.2M |
| 2022 | 165 | $5.8M | $0 | $917,470 |
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 |
|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | SERVICE PROVIDER | — | $27,307 | $27,307 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $7,001 | — | $7,001 |
| ROBERTSON & ROBERTSON PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WELLS FARGO CLEARING SERVICES, LLC — SERVICE PROVIDER
- ROBERTSON & ROBERTSON PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,308
- Estimated Expense Ratio: 0.338% 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 | $13,202 | $7,433 | $5,769 | — | — |
| 2023 | $9,919 | — | $9,919 | — | — |
| 2022 | $6,061 | — | $6,061 | — | — |