# Texas Biomedical Research Institute 403(b) Plan
Source: https://planprovider.pro/companies/texas-biomedical-research-institute-403b-plan

> Texas Biomedical Research Institute's 403(b) plan: 465 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [RSM US LLP](https://planprovider.pro/provider/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|—|—|

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