Plan Snapshot
- Plan Sponsor: St. Marks School Of Texas
- Sponsor EIN: 750827460
- Sponsor Address: 10600 PRESTON ROAD, DALLAS, TX, 752304000
- Plan Type: 403(b)
- Total Participants: 216
- Total Assets: $85.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 216 | $85.9M | $1.3M | $1.5M |
| 2023 | 215 | $77.0M | $1.2M | $1.5M |
| 2022 | 303 | $67.9M | $1.1M | $1.4M |
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 |
|---|---|---|---|---|
| LANE GORMAN TRUBITT LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LANE GORMAN TRUBITT LLC — 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 | $8,730 | — | $600 | — | — |
| 2023 | $7,728 | $7,103 | $625 | — | — |
| 2022 | $7,543 | $7,318 | $225 | — | — |