Plan Snapshot
- Plan Sponsor: Houstonian Campus LLC
- Sponsor EIN: 260466230
- Sponsor Address: 111 N. POST OAK LN, HOUSTON, TX, 77024
- Plan Type: 401(k)
- Total Participants: 642
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 642 | $11.8M | $7.4M | $0 |
| 2023 | 410 | $4.4M | $4.4M | $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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $32,386 | — | $32,386 |
| ALLIANT INSURANCE SERVICES, INC. | CONTRACT ADMINISTRATOR | $7,600 | $22,452 | $30,052 |
| WEINSTEIN SPIRA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,438
- Estimated Expense Ratio: 0.528% 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 | $39,987 | — | $39,987 | — | — |
| 2023 | — | — | — | — | — |