Plan Snapshot
- Plan Sponsor: The Woodlands Religious Community INC. Dba Interfaith
- Sponsor EIN: 741804123
- Sponsor Address: 4242 INTERFAITH WAY, THE WOODLANDS, TX, 773812634
- Plan Type: 403(b)
- Total Participants: 296
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 296 | $9.0M | $250,140 | $352,975 |
| 2023 | 302 | $7.9M | $246,211 | $373,647 |
| 2022 | 297 | $7.3M | $267,626 | $428,472 |
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 |
|---|---|---|---|---|
| ALEXANDER & WILLIAMS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALEXANDER & WILLIAMS, LLC — 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 | $39,160 | $20,418 | — | — | — |
| 2023 | $39,624 | — | — | — | — |
| 2022 | $54,563 | $54,563 | — | — | — |