· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DWMRC HOLDINGS, INC. — MRC EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251010171544NAL0008526721001
DWMRC HOLDINGS, INC.
Form 5500
FILING_RECEIVED
MRC EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 1
100% in single holding
Active participants
63
Accounts w/ balance
158
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DWMRC HOLDINGS, INC.
.
Find decision makers
Plan sponsor
Name
DWMRC HOLDINGS, INC.
EIN
88-0413096
Address
1336 BRITTMOORE RD, SUITE 100 · HOUSTON, TX · 77043
Phone
(713) 528-6326
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
Audit & trust (Schedule H)
Auditor
MELTON & MELTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $5.9M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
DWMRC Holdings, Inc. 100,000 shares
—
—
$16.0M
$5.9M
100.0%
Related plans
Similar-size Professional & Technical Services plans
THE OFFICE OF THE CHAPTER 13 TRUSTEE
OFFICE OF THE CHAPTER 13 TRUSTEE 401(K) PROFIT SHARING PLAN
$5.8M · 24 participants
PENN HILL GROUP, LLC
PENN HILL GROUP, LLC 401(K) SAVINGS PLAN
$5.9M · 10 participants
SPITLER & WILLIAMS-YOUNG CO., L.P.A.
SPITLER & WILLIAMS-YOUNG CO., L.P.A. PROFIT SHARING PLAN & TRUST
$5.9M · 2 participants
ONDA LABUHN ERNSBERGER & BOGGS CO., LPA
ONDA LABUHN ERNSBERGER & BOGGS CO., LPA 401(K) PLAN
$5.8M · 14 participants
SUPPLIER EXPENSE STRATEGIES LLC
100
Knocking points off
Top holding "DWMRC Holdings, Inc. 100,000 shares" is 100% of plan.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
SUPPLIER EXPENSE STRATEGIES, LLC PROFIT SHARING PLAN
$5.9M · 3 participants
TMPA LEGAL, INC.
TMPA LEGAL, INC. PEACE OFFICER'S LEGAL DEFENSE FUND AND TRUST
$5.8M · 30,641 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants
