Plan Snapshot
- Plan Sponsor: Wwn Ltd Dba Texas Screw Products
- Sponsor EIN: 760204467
- Sponsor Address: 3303 W. 12TH STREET, HOUSTON, TX, 77008
- Plan Type: 401(k)
- Total Participants: 251
- Total Assets: $16.4M
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 | 251 | $16.4M | $347,245 | $1.0M |
| 2023 | 227 | $13.0M | $294,522 | $990,403 |
| 2022 | 221 | $10.6M | $0 | $893,019 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $9,634 | — | $9,634 |
| HARPER & PEARSON COMPANY, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- HARPER & PEARSON COMPANY, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,634
- Estimated Expense Ratio: 0.059% 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 | $10,677 | $1,043 | — | — | — |
| 2023 | $6,020 | $1,075 | — | — | — |
| 2022 | $5,360 | $746 | — | — | — |