# The H. E. Butt Foundation 403(b) Plan
Source: https://planprovider.pro/companies/the-h-e-butt-foundation-plan

> The H. E. Butt Foundation's 403(b) plan: 143 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ernst-and-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|

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