Plan Snapshot
- Plan Sponsor: Tolunay-Wong Engineers, INC.
- Sponsor EIN: 760409302
- Sponsor Address: 10710 S. SAM HOUSTON PARKWAY W., HOUSTON, TX, 77031
- Plan Type: 401(k)
- Total Participants: 335
- Total Assets: $13.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 335 | $13.5M | $478,626 | $921,033 |
| 2023 | 252 | $11.7M | $413,022 | $876,354 |
| 2022 | 245 | $9.0M | $425,973 | $819,288 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | RECORDKEEPING FEE | $24,990 | — | $24,990 |
| KINGS PATH PARTNERS LLC | ADVISORY FEE | $18,843 | — | $18,843 |
| LOREN D. STARK COMPANY | CONTRACT ADMIN | $12,780 | — | $12,780 |
| DESROCHES PARTNERS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — RECORDKEEPING FEE
- DESROCHES PARTNERS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,613
- Estimated Expense Ratio: 0.420% 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 | $42,668 | — | $42,668 | — | — |
| 2023 | $35,996 | — | $35,996 | — | — |
| 2022 | $38,055 | — | $38,055 | — | — |