# Board Of Trustees Houston Area Teamsters Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-houston-area-teamsters-pension-fund-746263976-001

> Board Of Trustees Houston Area Teamsters Pension Fund's DB plan: 65 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/royal-bank-of-canada) — Investment Advisor

- [HARPER PEARSON](https://planprovider.pro/provider/harper-and-pearson-company-pc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-houston-area-teamsters-pension-fund-746263976-001)

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