# Situsamc Holdings Corp. 401(k) Plan
Source: https://planprovider.pro/companies/situsamc-holdings-corp-401k-plan

> Situsamc Holdings Corp.'s 401(k) plan: 1,952 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/mcconnell-and-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|

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