Plan Snapshot
- Plan Sponsor: Communities In Schools Of Houston INC.
- Sponsor EIN: 760031827
- Sponsor Address: 1111 NORTH LOOP W STE 300, HOUSTON, TX, 770084728
- Plan Type: 403(b)
- Total Participants: 233
- Total Assets: $8.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 233 | $8.1M | $520,165 | $481,513 |
| 2023 | 267 | $7.0M | $535,483 | $458,909 |
| 2022 | 277 | $5.6M | $342,659 | $244,832 |
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 |
|---|---|---|---|---|
| MCCONNELL & JONES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCCONNELL & JONES LLP — 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 | $2,617 | — | $2,617 | — | — |
| 2023 | $905 | — | $905 | — | — |
| 2022 | $150 | — | $150 | — | — |