Plan Snapshot
- Plan Sponsor: The Houstonian Campus, LLC
- Sponsor EIN: 260466230
- Sponsor Address: 111 N. POST OAK LANE, HOUSTON, TX, 77024
- Plan Type: 401(k)
- Total Participants: 591
- Total Assets: $53.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 591 | $53.9M | $1.7M | $2.6M |
| 2023 | 603 | $46.9M | $1.6M | $2.3M |
| 2022 | 479 | $40.3M | $1.0M | $2.0M |
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 | $62,247 | — | $62,247 |
| ALLIANT RETIREMENT SERVICES, LLC | CONSULTANT | $33,911 | — | $33,911 |
| WEINSTEIN SPIRA & COMPANY, P.C. | ACCOUNTANT | $18,000 | — | $18,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,158
- Estimated Expense Ratio: 0.212% 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 | $112,825 | — | $58,186 | — | — |
| 2023 | $110,788 | — | $55,067 | — | — |
| 2022 | $84,588 | — | $58,088 | — | $26,500 |