Plan Snapshot
- Plan Sponsor: Visual Comfort & Co.
- Sponsor EIN: 208831825
- Sponsor Address: 22400 NORTHWEST LAKE DRIVE, HOUSTON, TX, 77095
- Plan Type: 401(k)
- Total Participants: 1,401
- Total Assets: $86.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,401 | $86.7M | $3.7M | $6.9M |
| 2023 | 1,242 | $68.8M | $2.9M | $5.4M |
| 2022 | 1,037 | $53.8M | $2.4M | $4.7M |
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 |
|---|---|---|---|---|
| ROBERTSON & ROBERTSON PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROBERTSON & ROBERTSON PLLC — 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 | $292,074 | $32,907 | — | — | — |
| 2023 | $232,661 | $25,692 | — | — | — |
| 2022 | $209,310 | $17,779 | $191,531 | — | — |