Plan Ledger DOL Form 5500 · updated monthly

Lifegift Organ Donation Center403(b)

LIFEGIFT ORGAN DONATION CENTER TAX SHELTERED ANNUITY PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.05%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Lifegift Organ Donation Center reported $13,871 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,676 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.06% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,493rd-largest of 5,688 plans among Texas employers on file, and the 2,666th of 11,911 in health care & social assistance. In 2024, employees put in $3.48 for every $1.00 the employer contributed; active participation has grown from 363 to 471 since 2022.

Plan summary
Net assets, end of year$31,411,218
Participants with balances594
Active participants471
Employer contributions$789,283
Employee contributions$2,745,635
Employer contribution per active participant$1,676
Average account balance$52,881
Benefits paid to participants$2,336,032
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.4M · 594 accts · $789K emplr
2023$25.6M · 518 accts · $698K emplr
2022$18.9M · 472 accts · $507K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,871
Total administrative$13,871
Employer contributions to the Lifegift Organ Donation Center plan · 2024
Employer contribution per active participant$1,676
Median for plans this size$2,416
2024$1,676 per active participant
2023$1,655 per active participant
2022$1,397 per active participant

Lifegift Organ Donation Center's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$13,871

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$13,871 · 0.05%
2023$12,496 · 0.06%
2022$11,748 · 0.06%
All plans at this employer2
LIFEGIFT ORGAN DONATION CENTER DEFINED CONTRIBUTION PLANProfit-sharing plan
LIFEGIFT ORGAN DONATION CENTER TAX SHELTERED ANNUITY PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Texas
Mann Eye Center, PA TX$31.8M · 0.41%
Therapy 2000, Inc. TX$30.6M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760231238 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.