Plan Snapshot
- Plan Sponsor: Texas Heart Institute
- Sponsor EIN: 746053200
- Sponsor Address: P O BOX 20345, HOUSTON, TX, 77224
- Plan Type: 403(b)
- Total Participants: 255
- Total Assets: $24.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 255 | $24.3M | $507,070 | $1.6M |
| 2023 | 195 | $21.2M | $331,213 | $1.2M |
| 2022 | 200 | $19.3M | $368,766 | $1.2M |
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 |
|---|---|---|---|---|
| BLAZEK & VETTERLING | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLAZEK & VETTERLING — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $4,614 | — | $4,614 | — | — |
| 2023 | $1,723 | — | $1,723 | — | — |
| 2022 | $1,653 | — | $1,653 | — | — |