Plan Snapshot
- Plan Sponsor: Silver Eagle Distributors Houston, LLC
- Sponsor EIN: 834526800
- Sponsor Address: 7777 WASHINGTON AVENUE, HOUSTON, TX, 77007
- Plan Type: 401(k)
- Total Participants: 1,090
- Total Assets: $62.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,090 | $62.1M | $1.4M | $4.0M |
| 2023 | 937 | $54.7M | $1.4M | $3.9M |
| 2022 | 1,144 | $47.3M | $1.3M | $3.8M |
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 |
|---|---|---|---|---|
| RSM | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM — 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 | $7,256 | — | — | — | — |
| 2023 | $8,761 | — | — | — | — |
| 2022 | $26,004 | — | $26,004 | — | — |