Plan Snapshot
- Plan Sponsor: Austin College
- Sponsor EIN: 750827409
- Sponsor Address: 900 NORTH GRAND AVENUE, SHERMAN, TX, 750904440
- Plan Type: 403(b)
- Total Participants: 325
- Total Assets: $27.6M
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 | 325 | $27.6M | $0 | $740,845 |
| 2023 | 308 | $23.9M | $0 | $736,895 |
| 2022 | 141 | $21.6M | $0 | $682,267 |
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 | $48,864 | $11,978 | $36,886 | — | — |
| 2023 | $11,826 | — | $11,826 | — | — |
| 2022 | $11,327 | — | — | — | — |