Plan Snapshot
- Plan Sponsor: Presbyterian School
- Sponsor EIN: 760282995
- Sponsor Address: 40 OAKDALE STREET, HOUSTON, TX, 77006
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $22.3M
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. |
|---|---|---|---|---|
| 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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | RECORDKEEPER | $33,991 | — | $33,991 |
| WORLD INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $25,474 | — | $25,474 |
| ASSUREDPARTNERS CAPITAL INC | INVESTMENT ADVISOR | $16,232 | — | $16,232 |
| ALLIANCE BENEFIT GROUP OF HOUSTON | CONTRACT ADMIN | — | $6,127 | $6,127 |
| BLAZEK & VETTERLING | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLAZEK & VETTERLING — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,824
- Estimated Expense Ratio: 0.367% 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 | $33,661 | — | $33,661 | — | — |
| 2023 | $27,939 | — | $27,939 | — | — |
| 2022 | $25,484 | $19,019 | $6,465 | — | — |