Plan Snapshot
- Plan Sponsor: Board Of Trustees Houston Area Teamsters Pension Fund
- Sponsor EIN: 746263976
- Sponsor Address: 8441 GULF FREEWAY, #304, HOUSTON, TX, 770175066
- Plan Type: DB
- Plan Number: 001
- Total Participants: 65
- Total Assets: $13.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 65 | $13.6M | $324,964 | $0 |
| 2023 | 68 | $13.3M | $320,819 | $0 |
| 2022 | 72 | $12.0M | $348,736 | $0 |
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 |
|---|---|---|---|---|
| BENEFIT RESOURCES | Recordkeeper | $83,581 | — | $83,581 |
| HORIZON ACTUARIAL SERVICES | Actuary | $60,625 | — | $60,625 |
| RBC CAPITAL MARKETS | Investment Advisor | $38,086 | — | $38,086 |
| HARPER PEARSON | Auditor | $23,000 | — | $23,000 |
| CONNER & WINTERS | ERISA Attorney | $10,383 | — | $10,383 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC CAPITAL MARKETS — Investment Advisor
- HARPER PEARSON — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $215,675
- Estimated Expense Ratio: 1.581% 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 | $240,363 | $38,086 | $83,581 | $23,000 | — |
| 2023 | $264,309 | $34,619 | $83,581 | $37,000 | — |
| 2022 | $262,686 | $33,506 | $83,581 | — | $115,321 |