Plan Snapshot
- Plan Sponsor: Walter P Moore & Associates, INC.
- Sponsor EIN: 741554339
- Sponsor Address: 1301 MCKINNEY ST STE 1100, HOUSTON, TX, 77010
- Plan Type: 401(k)
- Total Participants: 840
- Total Assets: $179.8M
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 | 840 | $179.8M | $2.2M | $8.5M |
| 2023 | 665 | $147.0M | $1.9M | $7.4M |
| 2022 | 618 | $116.8M | $1.7M | $6.6M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $54,244 | $27,707 | $300 | — | — |
| 2023 | $6,879 | $22,068 | $1,200 | — | — |
| 2022 | -$21,423 | $17,573 | — | — | — |