Plan Snapshot
- Plan Sponsor: South Texas College Of Law Houston
- Sponsor EIN: 741554976
- Sponsor Address: 1303 SAN JACINTO ST, HOUSTON, TX, 77002
- Plan Type: 403(b)
- Total Participants: 348
- Total Assets: $22.0M
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 | 348 | $22.0M | $25,063 | $1.7M |
| 2023 | 339 | $20.4M | $0 | $1.4M |
| 2022 | 324 | $18.0M | $0 | $1.2M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $31,919 | — | $31,919 |
| MCCONNELL & JONES LLP | AUDITOR | $23,475 | — | $23,475 |
| ROLAND CRISS INVESTMENT RESEARCH LL | INVESTMENT ADVISOR | $14,375 | — | $14,375 |
| ROLAND CRISS FIDUCIARY SERVICES | CONSULTANT | $12,030 | — | $12,030 |
| WEAVER AND TIDWELL | AUDITOR | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- MCCONNELL & JONES LLP — AUDITOR
- WEAVER AND TIDWELL — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,799
- Estimated Expense Ratio: 0.417% 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 | $91,895 | $14,375 | $12,030 | $33,475 | — |
| 2023 | $54,466 | $30,415 | — | $5,000 | — |
| 2022 | $64,558 | $29,555 | — | — | $14,000 |