Plan Snapshot
- Plan Sponsor: Interfaith Ministries For Greater Houston
- Sponsor EIN: 741488102
- Sponsor Address: 3303 MAIN ST, HOUSTON, TX, 770029322
- Plan Type: 401(k)
- Total Participants: 298
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 298 | $5.2M | $254,878 | $475,562 |
| 2023 | 269 | $4.3M | $236,773 | $424,498 |
| 2022 | 142 | $3.6M | $181,567 | $339,055 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | Investment Advisor | $23,207 | — | $23,207 |
| ONEAMERICA RETIREMENT SERVICES LLC | Other Service Provider | $12,613 | — | $12,613 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,820
- Estimated Expense Ratio: 0.687% 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 | $35,820 | $23,207 | — | — | — |
| 2023 | $12,551 | $6,668 | — | — | — |
| 2022 | $627 | — | — | — | — |