# Tolunay-Wong Engineers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tolunay-wong-engineers-inc-401k-plan

> Tolunay-Wong Engineers, INC.'s 401(k) plan: 335 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — RECORDKEEPING FEE

- [DESROCHES PARTNERS, LLP](https://planprovider.pro/provider/desroches-partners) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tolunay-wong-engineers-inc-401k-plan)

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