# William Marsh Rice University DC Plan
Source: https://planprovider.pro/companies/william-marsh-rice-university-plan-009

> William Marsh Rice University's DC plan: 6,816 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:** 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](https://planprovider.pro/provider/fidelity-investments) — NONE

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|—|—|

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