# Williams Hart & Boundas, LLP 401(k) Plan
Source: https://planprovider.pro/companies/williams-hart-boundas-llp-401k-plan

> Williams Hart & Boundas, LLP's 401(k) plan: 93 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/williams-hart-boundas-llp-401k-plan)

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