Plan Snapshot
- Plan Sponsor: Vanguard Resources
- Sponsor EIN: 752643330
- Sponsor Address: 6500 HIGHWAY 281 NORTH, SPRING BRANCH, TX, 70870
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $3.8M
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 | 115 | $3.8M | $184,682 | $278,676 |
| 2023 | 122 | $3.2M | $195,080 | $307,948 |
| 2022 | 159 | $2.3M | $210,237 | $330,463 |
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 |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $34,791 | — | $34,791 | — | — |
| 2023 | $19,336 | — | $19,336 | — | — |
| 2022 | $18,152 | — | — | — | $18,152 |