Plan Snapshot
- Plan Sponsor: Austin College
- Sponsor EIN: 750827409
- Sponsor Address: 900 NORTH GRAND AVENUE, SHERMAN, TX, 750904440
- Plan Type: 403(b)
- Total Participants: 331
- Total Assets: $65.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 331 | $65.6M | $1.2M | $312,861 |
| 2023 | 315 | $62.7M | $1.2M | $297,791 |
| 2022 | 308 | $57.6M | $1.1M | $276,429 |
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 |
|---|---|---|---|---|
| CAPIN CROUSE LLC | Auditor | — | — | $0 |
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 | $150,208 | $30,022 | $120,186 | — | — |
| 2023 | $30,549 | — | $30,549 | — | — |
| 2022 | $30,673 | — | — | — | — |