Plan Snapshot
- Plan Sponsor: Houston Chapter Agc/Louisiana Agc
- Sponsor EIN: 740490820
- Sponsor Address: 3825 DACOMA STREET, HOUSTON, TX, 77092
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 14,004
- Total Assets: $526.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 14,004 | $526.8M | $14.1M | $37.2M |
| 2022 | 13,642 | $470.9M | $13.3M | $37.3M |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | Recordkeeper | $205,101 | — | $205,101 |
| 3(16) FIDUCIARY SERVICES | Recordkeeper | $93,750 | — | $93,750 |
| HANNIS T. BOURGEOIS | Auditor | $82,500 | — | $82,500 |
| BOWEN MICLETTE & BRITT INSURANCE AG | Other Service Provider | $40,176 | — | $40,176 |
| NPPG PLAN PROFESSIONALS LLC | Investment Advisor | $34,748 | — | $34,748 |
| NPPG | Recordkeeper | $30,116 | — | $30,116 |
| PINNACLE FINANCIAL SERVICES, INC. | Recordkeeper | $6,600 | $1,618 | $8,218 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS CO — Recordkeeper
- HANNIS T. BOURGEOIS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $494,609
- Estimated Expense Ratio: 0.094% 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 |
|---|---|---|---|---|---|
| 2023 | $186,457 | -$704,552 | $6,600 | $83,000 | — |
| 2022 | $38,764 | — | -$693,741 | — | $76,500 |