2023 Form 5500 filing — South Texas College Of Law Houston Defined Contribution Retirement Plan And Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241224143119NAL0006493971002) for South Texas College Of Law Houston Defined Contribution Retirement Plan And Trust, reported by South Texas College Of Law Houston under EIN 74-1554976 and plan number 003. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$47.2MReported net assets$47,183,575
Participants279
Provider compensation$123.6K5 Schedule C row(s)$123,637
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241224143119NAL0006493971002
- Plan sponsor
- South Texas College Of Law Houston
- EIN
- 74-1554976
- Plan number
- 003
- Location
- Houston, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$47.2M total assets
Net assets$47.2MLiabilities—
Full reported line items
- Total assets (EOY)
- $47,183,575
- Net assets (EOY)
- $47,183,575
- Employer contributions
- $1,276,039
- Total income / additions
- $7,720,657
- Benefits paid
- $7,515,497
- Administrative expenses
- $123,636
- Total expenses
- $7,639,133
- Net increase / (decrease)
- $81,524
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Roland Criss Fiduciary Services | CONSULTANT | $57,403 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $39,671 | $0 |
| Roland Criss Investment Research | ADVISORY | $21,563 | not reported in the loaded dataset |
| Mcconnel & Jones,Llp | AUDITOR | $5,000 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |