# Annunciation Orthodox School 403(b) Plan
Source: https://planprovider.pro/companies/annunciation-orthodox-school-760276967-001

> Annunciation Orthodox School's 403(b) plan: 124 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Annunciation Orthodox School

- **Sponsor EIN:** 760276967

- **Sponsor Address:** 3600 YOAKUM BOULEVARD, HOUSTON, TX, 77006

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 124

- **Total Assets:** $26.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|124|$26.9M|$621,056|$856,156|

| 2023|124|$23.9M|$601,048|$905,644|

## 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|

| TIAA|Recordkeeper|$31,527|—|$31,527|

| PLANPILOT LLC|Investment Advisor|$7,650|—|$7,650|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $39,177

- **Estimated Expense Ratio:** 0.146% 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|$42,456|—|$42,456|—|—|

| 2023|$34,306|—|$34,306|—|—|

## Similar Plans

- [Baylor College Of Medicine](https://planprovider.pro/companies/baylor-college-of-medicine-403b-plan) — 13,672 participants

- [Baylor College Of Medicine](https://planprovider.pro/companies/baylor-college-of-medicine-plan-009) — 11,162 participants

- [William Marsh Rice University](https://planprovider.pro/companies/william-marsh-rice-university-plan-009) — 6,816 participants

- [Baylor College Of Medicine](https://planprovider.pro/companies/baylor-college-of-medicine-741613878-504) — 5,857 participants

- [William Marsh Rice University](https://planprovider.pro/companies/william-marsh-rice-university-403b-plan) — 5,552 participants

- [Cambium Learning Group, INC.](https://planprovider.pro/companies/cambium-learning-group-inc-401k-plan) — 2,418 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/annunciation-orthodox-school-760276967-001)

© 2026 PlanProvider.Pro