Plan Snapshot
- Plan Sponsor: Situsamc Holdings Corp.
- Sponsor EIN: 842147948
- Sponsor Address: 5065 WESTHEIMER ROAD, HOUSTON, TX, 77056
- Plan Type: 401(k)
- Total Participants: 1,952
- Total Assets: $208.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,952 | $208.9M | $7.5M | $19.1M |
| 2023 | 2,205 | $170.4M | $7.8M | $19.5M |
| 2022 | 2,447 | $134.9M | $8.2M | $20.5M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $225,240 | — | $225,240 |
| MBG RETIREMENT | NONE | $70,000 | — | $70,000 |
| MCCONNELL AND JONES | NONE | $24,280 | — | $24,280 |
| MCCONNELL & JONES LLP | Auditor | $24,280 | — | $24,280 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCCONNELL & JONES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $343,800
- Estimated Expense Ratio: 0.165% 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 | $319,912 | — | — | $24,280 | — |
| 2023 | $336,694 | — | — | $23,000 | — |
| 2022 | $323,690 | — | — | — | $94,045 |