Plan Snapshot
- Plan Sponsor: Texas State Aquarium
- Sponsor EIN: 237044950
- Sponsor Address: 2710 N. SHORELINE, CORPUS CHRISTI, TX, 78402
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 149 | $4.9M | $185,084 | $265,676 |
| 2023 | 117 | $4.2M | $165,672 | $232,065 |
| 2022 | 105 | $4.3M | $155,296 | $212,877 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $21,476 | — | $21,476 |
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,476
- Estimated Expense Ratio: 0.442% 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 | $21,543 | — | $21,543 | — | — |
| 2023 | $17,615 | — | $17,615 | — | — |
| 2022 | $20,188 | — | $20,188 | — | — |