# The University Of Texas/Texas A&M Investment Management Company 403(b) Plan
Source: https://planprovider.pro/companies/the-university-of-texas-texas-a-m-investment-management-company-403b-plan

> The University Of Texas/Texas A&M Investment Management Company's 403(b) plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The University Of Texas/Texas A&M Investment Management Company

- **Sponsor EIN:** 742765082

- **Sponsor Address:** 210 WEST 7TH STREET, AUSTIN, TX, 78701

- **Plan Type:** 403(b)

- **Total Participants:** 125

- **Total Assets:** $50.8M

## 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|125|$50.8M|$1.8M|$2.1M|

| 2023|122|$42.8M|$1.7M|$1.9M|

| 2022|120|$34.9M|$1.5M|$1.7M|

## 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|

| DELOITTE & TOUCHE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DELOITTE & TOUCHE LLP](https://planprovider.pro/provider/deloitte-and-touche-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|$5,640|—|$3,675|—|—|

| 2023|$5,242|—|$3,592|—|—|

| 2022|$5,485|—|$5,485|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-university-of-texas-texas-a-m-investment-management-company-403b-plan)

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