Plan Snapshot
- Plan Sponsor: Texas Association Of School Boards, INC.
- Sponsor EIN: 742275519
- Sponsor Address: PO BOX 400, AUSTIN, TX, 78767
- Plan Type: 403(b)
- Total Participants: 501
- Total Assets: $119.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 501 | $119.4M | $3.9M | $4.5M |
| 2023 | 486 | $106.6M | $3.6M | $4.3M |
| 2022 | 482 | $92.8M | $3.4M | $3.9M |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | INVESTMENT ADVISOR | $32,000 | — | $32,000 |
| ARMANINO LLP | ACCOUNTANT/AUDITOR | $22,575 | — | $22,575 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $17,341 | — | $17,341 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP, LLC — INVESTMENT ADVISOR
- ARMANINO LLP — ACCOUNTANT/AUDITOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,916
- Estimated Expense Ratio: 0.060% 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 | $177,549 | $17,341 | $300 | $22,575 | — |
| 2023 | $134,444 | $28,421 | — | $21,500 | — |
| 2022 | $159,002 | $36,685 | — | — | — |