# Houston Ballet Foundation 403(b) Plan
Source: https://planprovider.pro/companies/houston-ballet-foundation-403b-plan

> Houston Ballet Foundation's 403(b) plan: 478 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Houston Ballet Foundation

- **Sponsor EIN:** 741394920

- **Sponsor Address:** 601 PRESTON ST, HOUSTON, TX, 77002

- **Plan Type:** 403(b)

- **Total Participants:** 478

- **Total Assets:** $23.0M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|478|$23.0M|$0|$0|

| 2024|451|$19.7M|$0|$0|

| 2023|461|$17.5M|$0|$0|

## 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|

| CALVETTI FERGUSON 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|

| 2025|$39,558|—|$39,558|—|—|

| 2024|$34,841|—|$34,841|—|—|

| 2023|$43,696|—|$43,696|—|—|

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