Plan Snapshot
- Plan Sponsor: Westminster Manor
- Sponsor EIN: 741501375
- Sponsor Address: 4100 JACKSON AVE, AUSTIN, TX, 787316056
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 495
- Total Assets: $10.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 495 | $10.4M | $0 | $0 |
| 2024 | 414 | $9.1M | $412,848 | $713,173 |
| 2023 | 352 | $7.7M | $328,406 | $590,817 |
| 2022 | 320 | $6.4M | $276,076 | $489,705 |
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 |
|---|---|---|---|---|
| BENEFIT PLANS ADMINISTRATIVE SRVCS | Recordkeeper | $44,600 | — | $44,600 |
| FROST NATIONAL BANK | Other Service Provider | $30,139 | — | $30,139 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,739
- Estimated Expense Ratio: 0.721% 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 |
|---|---|---|---|---|---|
| 2025 | $1,377,208 | $30,139 | — | — | — |
| 2024 | $59,065 | $27,213 | — | — | — |
| 2023 | $49,159 | $24,657 | — | — | — |
| 2022 | $47,193 | $37,154 | — | — | — |