# Texas Organ Sharing Alliance 401(k) Plan
Source: https://planprovider.pro/companies/texas-organ-sharing-alliance-401k-plan

> Texas Organ Sharing Alliance's 401(k) plan: 138 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

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