# Texas A&M Foundation DC Plan
Source: https://planprovider.pro/companies/texas-a-m-foundation-742245072-001

> Texas A&M Foundation's DC plan: 174 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:** DC

- **Plan Number:** 001

- **Total Participants:** 174

- **Total Assets:** $46.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|174|$46.1M|$3.0M|$0|

| 2023|179|$41.4M|$3.0M|$0|

| 2022|177|$34.8M|$2.7M|$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|

| GALLAGHER FIDUCIARY ADVISORS, LLC|Investment Advisor|$34,809|—|$34,809|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$10,519|—|$10,519|

### Verified Provider Profiles

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

- [GALLAGHER FIDUCIARY ADVISORS, LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $45,328

- **Estimated Expense Ratio:** 0.098% 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|$45,328|—|—|—|—|

| 2023|$43,305|$35,061|—|—|—|

| 2022|$45,209|—|—|—|—|

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