Plan Snapshot
- Plan Sponsor: The Lanier Law Firm, P.C.
- Sponsor EIN: 760515650
- Sponsor Address: P.O. BOX 691448, HOUSTON, TX, 77269
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $32.6M
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 | 187 | $32.6M | $726,940 | $1.8M |
| 2023 | 170 | $28.0M | $595,276 | $1.8M |
| 2022 | 165 | $24.0M | $582,487 | $1.6M |
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 |
|---|---|---|---|---|
| CWM, LLC | SERVICE PROVIDER | — | $104,922 | $104,922 |
| JULY BUSINESS SERVICES INC. | THIRD PARTY ADMINISTRATO | — | $14,646 | $14,646 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $7,488 | — | $7,488 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CWM, LLC — SERVICE PROVIDER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $127,056
- Estimated Expense Ratio: 0.390% 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 | $35,947 | $35,947 | — | — | — |
| 2023 | $26,870 | $26,870 | — | — | — |
| 2022 | $10,770 | $10,770 | — | — | — |