Plan Ledger DOL Form 5500 · updated monthly

Momentous Institute403(b)

MOMENTOUS INSTITUTE TDA RETIREMENT PLAN · DALLAS, TX · plan year 2023

Reported admin expense ratio · 2023
0.45%

Momentous Institute reported $53,163 in plan administrative expenses for 2023: 0.45% of average plan assets, higher than ~75% of peers. 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 3 years on file its reported administrative ratio has held roughly steady near 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,746th-largest of 5,688 plans among Texas employers on file, and the 5,071st of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$12,313,090
Participants with balances189
Active participants126
Employer contributions—
Employee contributions$1,163,345
Employer contribution per active participant—
Average account balance$65,149
Benefits paid to participants$1,986,882
Plan auditDisclaimer of opinion
AuditorHUSELTON, MORGAN & MAULTSBY, PC
Plan history3
Yearassets · accounts · employer contribution
2024$10.5M · 191 accts
2023$12.3M · 189 accts
2022$11.5M · 181 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$53,163
Total administrative$53,163
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$53,163
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$50,342 · 0.44%
2023$53,163 · 0.45%
2022$52,003 · 0.43%
All plans at this employer2
MOMENTOUS INSTITUTE RETIREMENT PLANMoney purchase plan
MOMENTOUS INSTITUTE TDA RETIREMENT PLAN403(b)
Similar plansHealth Care & Social Assistance · Texas
Houston Physician Hospital TX$12.6M · 0.85%
United Medical Center TX$12.4M · 0.26%
El Campo Memorial Hospital TX$12.3M · 0.31%
Foursquare Healthcare LTD. TX$12.1M · 0.53%
Kidkraft, Inc. TX$12.1M · 0.30%
Star of Hope Mission, Inc. TX$12.0M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751855620 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.