# William Marsh Rice University 403(b) Plan
Source: https://planprovider.pro/companies/william-marsh-rice-university-403b-plan

> William Marsh Rice University's 403(b) plan: 5,552 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** William Marsh Rice University

- **Sponsor EIN:** 741109620

- **Sponsor Address:** PO BOX 1892 ,600 MAIN ST., MS-92, HOUSTON, TX, 77251

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

- **Total Participants:** 5,552

- **Total Assets:** $847.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|5,552|$847.9M|$0|$31.6M|

| 2023|5,226|$763.7M|$0|$28.4M|

| 2022|5,347|$666.1M|$0|$25.0M|

## 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|

| FIDELITY INVESTMENTS|RECORDKEEPER|$37,629|—|$37,629|

| CAPFINANCIAL PARTNERS LLC|NONE|$23,750|—|$23,750|

| FIDELITY INVESTMENTS|NONE|$16,772|—|$16,772|

| RICHARD NELSON|ADVISOR|$13,839|—|$13,839|

| TIAA-CREF|RECORDKEPER|$11,730|—|$11,730|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FIDELITY INVESTMENTS](https://planprovider.pro/provider/fidelity-investments) — NONE

- [TIAA-CREF](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEPER

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $103,720

- **Estimated Expense Ratio:** 0.012% 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|$106,664|$34,647|$47,172|—|—|

| 2023|$65,080|$29,623|$22,305|—|—|

| 2022|$69,487|$6,550|$53,832|—|—|

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