Plan Snapshot
- Plan Sponsor: South Texas College Of Law Houston
- Sponsor EIN: 741554976
- Sponsor Address: 1303 SAN JACINTO ST, HOUSTON, TX, 77002
- Plan Type: DC
- Total Participants: 165
- Total Assets: $50.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 165 | $50.3M | $1.4M | $0 |
| 2023 | 162 | $47.2M | $1.3M | $0 |
| 2022 | 146 | $47.1M | $1.2M | $0 |
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 | Recordkeeper | $60,695 | — | $60,695 |
| ROLAND CRISS INVESTMENT RESEARCH | Investment Advisor | $43,125 | — | $43,125 |
| ROLAND CRISS FIDUCIARY SERVICES | Other Service Provider | $26,880 | — | $26,880 |
| MCCONNEL & JONES,LLP | Auditor | $17,975 | — | $17,975 |
| WEAVER AND TIDWELL | Auditor | $7,000 | — | $7,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- MCCONNEL & 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: $155,675
- Estimated Expense Ratio: 0.310% 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 | $155,999 | $43,125 | $27,204 | $24,975 | — |
| 2023 | $123,636 | $78,965 | — | $5,000 | — |
| 2022 | $141,083 | $78,105 | — | — | $9,500 |