Plan Snapshot
- Plan Sponsor: Williams Hart & Boundas, LLP
- Sponsor EIN: 760397414
- Sponsor Address: 8441 GULF FREEWAY, SUITE 600, HOUSTON, TX, 77017
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $15.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 93 | $15.9M | $290,444 | $842,277 |
| 2023 | 128 | $13.9M | $216,635 | $697,971 |
| 2022 | 115 | $13.0M | $190,853 | $608,429 |
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 |
|---|---|---|---|---|
| CETERA ADVISOR NETWORKS | RETAINED BY PLAN SPONSO | $37,678 | — | $37,678 |
| JOHN HANCOCK | RETAINED BY PLAN SPONSOR | $15,568 | — | $15,568 |
| EEPB | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RETAINED BY PLAN SPONSOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,246
- Estimated Expense Ratio: 0.334% 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 | $53,246 | $37,773 | $15,473 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |