Plan Snapshot
- Plan Sponsor: Texas Organ Sharing Alliance
- Sponsor EIN: 741849716
- Sponsor Address: 5051 HAMILTON WOLFE ROAD, SAN ANTONIO, TX, 78229
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $11.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 138 | $11.7M | $447,534 | $662,284 |
| 2023 | 135 | $9.8M | $383,982 | $571,673 |
| 2022 | 100 | $7.6M | $710,531 | $418,525 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $37,094 | — | $37,094 |
| CALVETTI FERGUSON, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,094
- Estimated Expense Ratio: 0.317% 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 | $36,569 | — | $36,569 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |