Plan Snapshot
- Plan Sponsor: Lifegift Organ Donation Center
- Sponsor EIN: 760231238
- Sponsor Address: 2510 WESTRIDGE STREET, HOUSTON, TX, 77054
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 471
- Total Assets: $31.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 471 | $31.4M | $789,283 | $2.7M |
| 2023 | 422 | $25.6M | $698,244 | $2.4M |
| 2022 | 363 | $18.9M | $507,149 | $2.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $13,871 | — | $13,871 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,871
- Estimated Expense Ratio: 0.044% 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 | $13,871 | — | — | — | — |
| 2023 | $12,496 | — | — | — | — |
| 2022 | $11,748 | — | — | — | — |