Plan Snapshot
- Plan Sponsor: The H. E. Butt Foundation
- Sponsor EIN: 741239819
- Sponsor Address: 719 EARL GARRETT STREET, KERRVILLE, TX, 78028
- Plan Type: 403(b)
- Total Participants: 143
- Total Assets: $9.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 143 | $9.2M | $530,125 | $331,635 |
| 2023 | 134 | $7.9M | $454,828 | $345,853 |
| 2022 | 125 | $6.1M | $373,894 | $317,661 |
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 |
|---|---|---|---|---|
| ERNST & YOUNG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG LLP — 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 | $15,823 | — | $3,305 | — | — |
| 2023 | $1,258 | — | $905 | — | — |
| 2022 | $2,130 | — | — | — | $2,130 |