Plan Snapshot
- Plan Sponsor: William Marsh Rice University
- Sponsor EIN: 741109620
- Sponsor Address: P.O. BOX 1892, 600 MAIN ST., MS-92, HOUSTON, TX, 77251
- Plan Type: DC
- Total Participants: 6,816
- Total Assets: $929.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 6,816 | $929.6M | $34.5M | $0 |
| 2023 | 6,788 | $831.3M | $32.1M | $0 |
| 2022 | 6,776 | $718.2M | $27.6M | $0 |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | NONE | $71,250 | — | $71,250 |
| FIDELITY INVESTMENTS | NONE | $48,569 | — | $48,569 |
| FIDELITY INVESTMENTS | NONE | $34,467 | — | $34,467 |
| TIAA | NONE | $23,289 | — | $23,289 |
| FORVIS MAZARS, LLP | NONE | $21,000 | — | $21,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS — NONE
- FIDELITY INVESTMENTS — NONE
- TIAA — NONE
- FORVIS MAZARS, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $198,575
- Estimated Expense Ratio: 0.021% 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 | $199,489 | $31,842 | $163,589 | — | — |
| 2023 | $283,847 | $31,738 | $248,859 | — | — |
| 2022 | $216,656 | $535 | $150,379 | — | — |