Plan Snapshot
- Plan Sponsor: Houston Academy Of Medicine - Tx Med Ctr Library
- Sponsor EIN: 741277657
- Sponsor Address: 1133 JOHN FREEMAN BLVD, HOUSTON, TX, 770302809
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 88
- Total Assets: $17.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 88 | $17.6M | $0 | $0 |
| 2024 | 42 | $12.0M | $187,454 | $33,081 |
| 2023 | 40 | $11.4M | $159,818 | $28,202 |
| 2022 | 29 | $10.6M | $182,779 | $28,429 |
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 |
|---|---|---|---|---|
| BLAZEK & VETTERLING | 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 |
|---|---|---|---|---|---|
| 2025 | $652,679 | — | $4,314 | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |