Plan Snapshot
- Plan Sponsor: Texas Biomedical Research Institute
- Sponsor EIN: 741109630
- Sponsor Address: 8715 W MILITARY DR., SAN ANTONIO, TX, 782275392
- Plan Type: 403(b)
- Total Participants: 465
- Total Assets: $113.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 465 | $113.5M | $2.7M | $2.1M |
| 2023 | 442 | $107.7M | $2.4M | $1.8M |
| 2022 | 396 | $95.6M | $2.1M | $1.7M |
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 |
|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ANNUI | RECORDKEEPING | $150,748 | — | $150,748 |
| PENSIONMARK FINANCIAL GROUP | NONE | $49,116 | — | $49,116 |
| RSM US LLP | NONE | $23,100 | — | $23,100 |
| ALLIANCE BENEFIT GROUP OF HOUSTON | NONE | $19,705 | — | $19,705 |
| WORLD INVESTMENT ADVISORS, LLC | NONE | $7,700 | — | $7,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSIONMARK FINANCIAL GROUP — NONE
- RSM US LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $250,369
- Estimated Expense Ratio: 0.221% 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 | $253,233 | — | $249,019 | $2 | — |
| 2023 | $192,440 | — | $188,024 | — | — |
| 2022 | $195,472 | $3,656 | $191,816 | — | — |