Plan Ledger DOL Form 5500 · updated monthly

South Texas College of Law HoustonMoney purchase plan

SOUTH TEXAS COLLEGE OF LAW HOUSTON DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

South Texas College of Law Houston reported $155,999 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $8,623 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 rose from 0.27% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,052nd-largest of 5,688 plans among Texas employers on file, and the 907th of 3,091 in educational services. active participation has grown from 146 to 165 since 2022.

Plan summary
Net assets, end of year$50,253,158
Participants with balances296
Active participants165
Employer contributions$1,422,774
Employee contributions—
Employer contribution per active participant$8,623
Average account balance$169,774
Benefits paid to participants$4,004,065
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$50.3M · 296 accts · $1.4M emplr
2023$47.2M · 262 accts · $1.3M emplr
2022$47.1M · 270 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$87,899
Investment management$43,125
Audit (IQPA)$24,975
Total administrative$155,999
Employer contributions to the South Texas College of Law Houston plan · 2024
Employer contribution per active participant$8,623
Median for plans this size$2,416
2024$8,623 per active participant
2023$7,877 per active participant
2022$8,464 per active participant

South Texas College of Law Houston's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20246
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$60,695
ROLAND CRISS INVESTMENT RESEARCH · Investment advisory (plan)$43,125
ROLAND CRISS FIDUCIARY SERVICES · Consulting$26,880
MCCONNEL & JONES,LLP · Accounting / audit$17,975
WEAVER AND TIDWELL · Accounting / audit$7,000
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$155,999 · 0.32%
2023$123,636 · 0.26%
2022$141,083 · 0.27%
All plans at this employer2
SOUTH TEXAS COLLEGE OF LAW HOUSTON 403(B) PLAN403(b)
SOUTH TEXAS COLLEGE OF LAW HOUSTON DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUSTMoney purchase plan
Same employer
Similar plansEducational Services · Texas
Episcopal School of Dallas TX$68.6M · 0.29%
Austin College TX$65.6M · 0.23%
Letourneau University TX$58.1M · 0.23%
The John Cooper School TX$47.4M · 0.17%
Barbri, Inc. TX$46.9M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741554976 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.