# Schouest, Bamdas, Soshea , Benmaier & Eastham, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/schouest-bamdas-soshea-benmaier-eastham-pllc-401k-plan

> Schouest, Bamdas, Soshea , Benmaier & Eastham, PLLC's 401(k) plan: 243 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/wells-fargo-clearing-services-llc) — SERVICE PROVIDER

- [ROBERTSON & ROBERTSON PLLC](https://planprovider.pro/provider/robertson-and-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/schouest-bamdas-soshea-benmaier-eastham-pllc-401k-plan)

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