Plan Snapshot
- Plan Sponsor: Wood Mackenzie, INC.
- Sponsor EIN: 010564533
- Sponsor Address: 5847 SAN FELIPE ST. 10TH FLOOR, HOUSTON, TX, 77057
- Plan Type: 401(k)
- Total Participants: 558
- Total Assets: $122.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 558 | $122.9M | $3.5M | $6.8M |
| 2023 | 516 | $91.1M | $2.8M | $5.4M |
| 2022 | 512 | $76.4M | $3.6M | $5.1M |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, 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 | $153,612 | $76,403 | $300 | — | — |
| 2023 | $215,547 | $119,121 | $96,426 | — | — |
| 2022 | $202,763 | $117,046 | $85,717 | — | — |