Plan Snapshot
- Plan Sponsor: Brownsville Community Health Clinic Corporation
- Sponsor EIN: 742176836
- Sponsor Address: 191 EAST PRICE RD, BROWNSVILLE, TX, 78521
- Plan Type: 403(b)
- Total Participants: 202
- Total Assets: $16.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 202 | $16.2M | $573,462 | $921,331 |
| 2023 | 236 | $15.6M | $810,809 | $982,252 |
| 2022 | 229 | $13.0M | $511,429 | $925,098 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $56,578 | $4,456 | $61,034 |
| CHARLES SCHWAB TRUST BANK | NONE | — | $6,566 | $6,566 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- CHARLES SCHWAB TRUST BANK — NONE
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,600
- Estimated Expense Ratio: 0.418% 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 | $56,604 | — | $56,604 | — | — |
| 2023 | $47,153 | — | $47,153 | — | — |
| 2022 | $44,663 | — | $44,663 | — | — |