# Texas Association Of School Boards, INC. 403(b) Plan
Source: https://planprovider.pro/companies/texas-association-of-school-boards-inc-403b-plan-002

> Texas Association Of School Boards, INC.'s 403(b) plan: 501 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISOR

- [ARMANINO LLP](https://planprovider.pro/provider/armanino-llp) — ACCOUNTANT/AUDITOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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