South Texas College Of Law Houston 403(B) Plan — Form 5500 plan (South Texas College Of Law Houston)
Plain-English plan 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, South Texas College Of Law Houston 403(B) Plan is a benefit plan reported by South Texas College Of Law Houston under EIN 74-1554976 and plan number 001. The latest loaded filing year is 2023. The filing reports 376 participants and $20,418,862 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$20.4MPlan net assets, end of year$20,418,862
Participants376Covered participants reported
Assets / participant$54.3KComputed: assets ÷ participants$54,305 (computed)
Provider compensation$54.4K5 Schedule C provider row(s)$54,371
- Plan sponsor
- South Texas College Of Law Houston
- EIN
- 74-1554976
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 376 | H, C | 20241224143119NAL0006493971001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$20.4M total assets
Net assets$20.4MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $20,418,862
- Net assets (EOY)
- $20,418,862
- Net assets (BOY)
- $18,001,750
Income & contributions
- Participant contributions
- $1,398,783
- Total contributions
- $1,398,783
- Total income / additions
- $4,289,586
Expenses & distributions
- Benefits paid
- $1,815,724
- Administrative expenses
- $54,466
- Total expenses
- $1,872,474
- Net increase / (decrease)
- $2,417,112
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income42%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Roland Criss Investment Research Ll | INVESTMENT ADVISOR | $23,228 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $18,955 | $0 | 2023 |
| Roland Criss Fiduciary Services | CONSULTANT | $7,188 | not reported in the loaded dataset | 2023 |
| Mcconnell & Jones Llp | AUDITOR | $5,000 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for South Texas College Of Law Houston
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Roland Criss Investment Research Ll — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Roland Criss Fiduciary Services — Schedule C compensation
- Mcconnell & Jones Llp — Schedule C compensation
- National Financial Services — Schedule C compensation