Plan Snapshot
- Plan Sponsor: Fort Bend Family Health Center, INC.
- Sponsor EIN: 741951476
- Sponsor Address: 400 AUSTIN STREET, RICHMOND, TX, 77469
- Plan Type: 403(b)
- Total Participants: 274
- Total Assets: $10.8M
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 | 274 | $10.8M | $408,686 | $559,603 |
| 2023 | 271 | $9.4M | $322,184 | $511,181 |
| 2022 | 231 | $8.4M | $321,988 | $439,588 |
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 |
|---|---|---|---|---|
| CARR, RIGGS & INGRAM, LLC | Auditor | — | — | $0 |
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 | $21,144 | — | $21,144 | — | — |
| 2023 | $17,252 | — | $7,325 | — | — |
| 2022 | $10,495 | — | $10,495 | — | — |