# Texas A&M Foundation 403(b) Plan
Source: https://planprovider.pro/companies/texas-a-m-foundation-403b-plan

> Texas A&M Foundation's 403(b) plan: 179 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Texas A&M Foundation

- **Sponsor EIN:** 742245072

- **Sponsor Address:** 401 GEORGE BUSH DRIVE, COLLEGE STATION, TX, 77840

- **Plan Type:** 403(b)

- **Total Participants:** 179

- **Total Assets:** $6.3M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|179|$6.3M|$0|$942,401|

| 2023|177|$5.4M|$0|$902,161|

| 2022|174|$5.8M|$0|$812,891|

## 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|

| GALLAGHERFIDUCIARYADVISORSLLC|CONSULTANT|$5,115|—|$5,115|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GALLAGHERFIDUCIARYADVISORSLLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — CONSULTANT

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,115

- **Estimated Expense Ratio:** 0.081% 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|$6,281|—|—|—|—|

| 2023|$7,663|—|—|—|—|

| 2022|$8,615|—|—|—|—|

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