Plan Snapshot
- Plan Sponsor: Titan Production Equipment, LLC
- Sponsor EIN: 825231271
- Sponsor Address: 480 WILDWOOD FOREST DRIVE SUITE 200, THE WOODLANDS, TX, 77380
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $12.5M
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 | 202 | $12.5M | $575,572 | $1.2M |
| 2023 | 221 | $10.0M | $579,896 | $1.1M |
| 2022 | 169 | $7.1M | $121,224 | $859,620 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $27,586 | — | $27,586 |
| HM&M GROUP, LLC | AUDITOR | $13,425 | — | $13,425 |
| CREATIVE PLANNING HOLDCO LLC DBA CR | INVESTMENT ADVISOR | $6,250 | — | $6,250 |
| CREATIVE PLANNING LLC | INVESTMENT ADVISOR | $6,250 | — | $6,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HM&M GROUP, LLC — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,511
- Estimated Expense Ratio: 0.429% 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 | $53,511 | $12,500 | — | $13,425 | — |
| 2023 | $6,972 | — | $6,918 | — | — |
| 2022 | $62,269 | $6,250 | $26,603 | — | $28,941 |