Plan Snapshot
- Plan Sponsor: Wisenbaker Builder Services, INC. 4
- Sponsor EIN: 741761404
- Sponsor Address: 1703 WESTFIELD LOOP ROAD, HOUSTON, TX, 77073
- Plan Type: 401(k)
- Total Participants: 1,061
- Total Assets: $19.6M
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 | 1,061 | $19.6M | $1.8M | $2.0M |
| 2023 | 1,122 | $14.8M | $1.4M | $1.5M |
| 2022 | 787 | $11.6M | $1.1M | $1.3M |
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 |
|---|---|---|---|---|
| DESROCHES PARTNERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DESROCHES PARTNERS — 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 | $110,070 | — | $110,070 | — | — |
| 2023 | $111,696 | $24,985 | $86,711 | — | — |
| 2022 | $81,455 | $16,580 | $64,875 | — | — |