Plan Snapshot
- Plan Sponsor: Refugee And Immigrant Center For Education And Legal Services
- Sponsor EIN: 742436920
- Sponsor Address: 131 INTERPARK BLVD, SAN ANTONIO, TX, 78216
- Plan Type: 403(b)
- Total Participants: 334
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 334 | $8.8M | $697,779 | $1.2M |
| 2023 | 307 | $6.6M | $632,357 | $1.1M |
| 2022 | 298 | $4.4M | $644,385 | $1.1M |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $93,663 | — | $93,013 | — | — |
| 2023 | $80,741 | — | $79,741 | — | — |
| 2022 | $59,423 | — | — | — | — |