Ws97 Capital, Inc. 401(k) Plan: Login, Facts & Contact Information

Ws97 Capital, Inc. 401(k) Plan Facts

Plan name
WS97 CAPITAL 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WS97 CAPITAL, INC.
Participants
334 (265 active employees)
Former employees with a balance
43
Plan assets
$11,941,837 at Dec 31, 2024
Average account balance
$43,583 across 274 accounts
Employer contributions
$286,995 in plan year 2024 (19% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Mar 1, 1998
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 1, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.51 million went into the plan in contributions, $286,995 of it from the employer (19%).
  • $2.20 million was paid out to participants.
  • Investment and other income added $1.47 million.
  • Administrative expenses were $65,929, about $241 per account.

How the Ws97 Capital, Inc. 401(k) changed, 2018–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2018380$6.66 million$188,260$442,893
2020552$8.70 million$144,704$2.35 million
2021351$10.4 million$128,631$385,218
2022318$9.38 million$197,811$538,531
2023319$11.2 million$307,403$1.29 million
2024334$11.9 million$286,995$2.20 million

Ws97 Capital, Inc. 401(k) Contact Information

Phone
713-644-1449
Mailing address
6910 E. OREM DRIVE, HOUSTON TX 77075
Plan sponsor
WS97 CAPITAL, INC.
Employer identification number (EIN)
76-0540791
Plan number
001

Questions about the Ws97 Capital, Inc. 401(k)

Does Ws97 Capital, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $286,995, 19% of all contributions.

Does the Ws97 Capital, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Ws97 Capital, Inc 401(k) plan?

334 participants at the start of plan year 2024, 265 of them active employees, and 43 former employees who still had money in the plan.

What is the average 401(k) balance at Ws97 Capital, Inc?

About $43,583 per account: $11.9 million in plan assets across 274 accounts with a balance at the end of plan year 2024.

Who manages the Ws97 Capital, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Ws97 Capital, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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