Plan Snapshot
- Plan Sponsor: Houston Healthcare
- Sponsor EIN: 711045290
- Sponsor Address: 1601 WATSON BOULEVARD, WARNER ROBINS, GA, 31093
- Plan Type: 403(b)
- Total Participants: 2,427
- Total Assets: $124.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 2,427 | $124.0M | $3.6M | $7.2M |
| 2023 | 2,401 | $112.7M | $3.4M | $7.5M |
| 2022 | 2,417 | $99.0M | $2.9M | $6.8M |
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 |
|---|---|---|---|---|
| WARREN AVERETT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT, LLC — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $128,763 | $350 | — | — | — |
| 2023 | $112,378 | — | — | — | — |
| 2022 | $101,109 | — | — | — | — |