Plan Snapshot
- Plan Sponsor: Depelchin Children'S Center
- Sponsor EIN: 760318867
- Sponsor Address: 4950 MEMORIAL DR, HOUSTON, TX, 770077440
- Plan Type: 401(k)
- Total Participants: 397
- Total Assets: $25.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 397 | $25.5M | $424,675 | $963,504 |
| 2023 | 355 | $27.6M | $501,021 | $888,781 |
| 2022 | 297 | $24.7M | $386,140 | $742,286 |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | Insurance Carrier | $5,086 | — | $5,086 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,086
- Estimated Expense Ratio: 0.020% 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 | $3,156 | — | — | — | — |
| 2023 | $769 | — | — | — | — |
| 2022 | $2,395 | — | — | — | — |