# Ws97 Capital, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ws97-capital-inc-401k-plan

> Ws97 Capital, INC.'s 401(k) plan: 265 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/harper-and-pearson-company-pc) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ws97-capital-inc-401k-plan)

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