Plan Snapshot
- Plan Sponsor: Houston Grand Opera, INC.
- Sponsor EIN: 746016764
- Sponsor Address: 510 PRESTON ST SUITE 500, HOUSTON, TX, 77002
- Plan Type: DC
- Total Participants: 894
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 894 | $8.1M | $122,086 | $563,222 |
| 2023 | 1,011 | $7.3M | $93,572 | $510,097 |
| 2022 | 818 | $6.4M | $91,134 | $421,506 |
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 |
|---|---|---|---|---|
| ALLIANCE PENSION CONSULTANTS, LLC | RECORDKEEPER | $25,120 | — | $25,120 |
| OAKSTREET WEALTH MANAGEMENT | ADVISOR | $10,000 | — | $10,000 |
| CHARLES SCHWAB TRUST BANK | CUSTODIAN | — | $5,181 | $5,181 |
| BLAZEK & VETTERLING | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST BANK — CUSTODIAN
- BLAZEK & VETTERLING — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,301
- Estimated Expense Ratio: 0.496% 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 | $35,120 | $10,000 | — | — | — |
| 2023 | $46,385 | $10,000 | — | — | — |
| 2022 | $38,439 | $10,000 | — | — | $28,439 |