Plan Snapshot
- Plan Sponsor: Presbyterian School
- Sponsor EIN: 760282995
- Sponsor Address: 40 OAKDALE STREET, HOUSTON, TX, 77006
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 282
- Total Assets: $26.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 282 | $26.7M | $0 | $0 |
| 2024 | 167 | $22.3M | $541,333 | $708,096 |
| 2023 | 154 | $18.9M | $494,984 | $569,318 |
| 2022 | 152 | $15.1M | $464,590 | $550,525 |
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 |
|---|---|---|---|---|
| ASSUREDPARTNERS CAPITAL INC | Investment Advisor | $39,342 | — | $39,342 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $24,850 | — | $24,850 |
| ALLIANCE BENEFIT GROUP OF HOUSTON | Other Service Provider | $500 | $8,454 | $8,954 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,146
- Estimated Expense Ratio: 0.274% 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 |
|---|---|---|---|---|---|
| 2025 | $655,843 | — | $64,872 | — | — |
| 2024 | $33,661 | — | $33,661 | — | — |
| 2023 | $27,939 | — | $27,939 | — | — |
| 2022 | $25,484 | $19,019 | $6,465 | — | — |