# Houston Grand Opera, INC. DC Plan
Source: https://planprovider.pro/companies/houston-grand-opera-inc-plan

> Houston Grand Opera, INC.'s DC plan: 894 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — CUSTODIAN

- [BLAZEK & VETTERLING](https://planprovider.pro/provider/blazek-and-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|

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