Plan Snapshot
- Plan Sponsor: Clayton Foundation For Research
- Sponsor EIN: 741541767
- Sponsor Address: ONE RIVERWAY SUITE 1500, HOUSTON, TX, 77056
- Plan Type: 401(k)
- Total Participants: 40
- Total Assets: $19.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 40 | $19.5M | $445,772 | $98,735 |
| 2023 | 49 | $17.7M | $466,619 | $116,112 |
| 2022 | 41 | $15.4M | $436,794 | $88,574 |
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 |
|---|---|---|---|---|
| TANGE, MANN & GARZA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TANGE, MANN & GARZA, P.C. — Auditor
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 | $63,055 | $5,363 | $57,642 | — | — |
| 2023 | $51,623 | $5,000 | $46,323 | — | — |
| 2022 | $5,841 | — | — | — | — |