Plan Snapshot
- Plan Sponsor: Texas United Corporation
- Sponsor EIN: 741663878
- Sponsor Address: 4800 SAN FELIPE, HOUSTON, TX, 77056
- Plan Type: DB
- Total Participants: 480
- Total Assets: $143.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 480 | $143.3M | $4.0M | $0 |
| 2023 | 493 | $135.7M | $4.0M | $0 |
| 2022 | 509 | $123.1M | $3.0M | $0 |
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 |
|---|---|---|---|---|
| FIAM TRUST COMPANY | NONE | $523,265 | — | $523,265 |
| FIDELITY INVESTMENTS INST. OP CO. | NONE | $112,997 | — | $112,997 |
| BDO USA P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $636,262
- Estimated Expense Ratio: 0.444% 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 | $636,262 | $523,265 | $112,997 | — | — |
| 2023 | $610,655 | $481,261 | $129,394 | — | — |
| 2022 | $813,526 | $671,986 | — | — | $141,540 |