Plan Ledger DOL Form 5500 · updated monthly

Texas A&M FoundationMoney purchase plan

TEXAS A&M FOUNDATION EMPLOYEES' PENSION PLAN · COLLEGE STATION, TX · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Texas A&M Foundation reported $45,328 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $17,206 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 0.13% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,125th-largest of 5,688 plans among Texas employers on file, and the 460th of 3,341 in other services.

Plan summary
Net assets, end of year$46,088,126
Participants with balances231
Active participants174
Employer contributions$2,993,795
Employee contributions$0
Employer contribution per active participant$17,206
Average account balance$199,516
Benefits paid to participants$3,820,889
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$46.1M · 231 accts · $3.0M emplr
2023$41.4M · 220 accts · $3.0M emplr
2022$34.8M · 219 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,519
Total administrative$45,328
Employer contributions to the Texas A&M Foundation plan · 2024
Employer contribution per active participant$17,206
Median for plans this size$2,416
2024$17,206 per active participant
2023$16,929 per active participant
2022$15,255 per active participant

Texas A&M Foundation'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 · 20242
GALLAGHER FIDUCIARY ADVISORS, LLC · Investment advisory (plan)$34,809

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$45,328 · 0.10%
2023$43,305 · 0.11%
2022$45,209 · 0.13%
All plans at this employer2
TEXAS A&M FOUNDATION EMPLOYEES' PENSION PLANMoney purchase plan
TEXAS A&M FOUNDATION EMPLOYEES' 403(B) PLAN403(b)
Same employer
Similar plansOther Services · Texas
Saber Power Services, LLC TX$49.6M · 0.47%
J&J Maintenance, Inc. TX$44.9M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742245072 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.