Plan Snapshot
- Plan Sponsor: Ws97 Capital, INC.
- Sponsor EIN: 760540791
- Sponsor Address: 6910 E. OREM DRIVE, HOUSTON, TX, 77075
- Plan Type: 401(k)
- Total Participants: 265
- Total Assets: $11.9M
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 | 265 | $11.9M | $286,995 | $1.2M |
| 2023 | 282 | $11.2M | $307,403 | $1.2M |
| 2022 | 319 | $9.4M | $197,811 | $1.1M |
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 |
|---|---|---|---|---|
| HARPER AND PEARSON COMPANY P C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARPER AND PEARSON COMPANY P C — 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 | $65,929 | $688 | — | — | — |
| 2023 | $54,058 | $25,526 | — | — | — |
| 2022 | $46,624 | $391 | — | — | — |