Plan Snapshot
- Plan Sponsor: Army Retirement Residence Foundation San Antonio INC.
- Sponsor EIN: 742244155
- Sponsor Address: 7400 CRESTWAY DRIVE, SAN ANTONIO, TX, 782393098
- Plan Type: 403(b)
- Total Participants: 374
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 374 | $5.7M | $301,907 | $645,915 |
| 2023 | 367 | $4.7M | $278,646 | $542,682 |
| 2022 | 356 | $3.5M | $264,535 | $485,379 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $18,087 | $2,639 | $20,726 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,726
- Estimated Expense Ratio: 0.367% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $15,762 | — | $15,762 | — | — |
| 2023 | $14,414 | — | $14,414 | — | — |
| 2022 | $13,869 | — | $13,869 | — | — |