Plan Snapshot
- Plan Sponsor: Clarity Child Guidance Center
- Sponsor EIN: 741153067
- Sponsor Address: 8535 TOM SLICK DRIVE, SAN ANTONIO, TX, 78229
- Plan Type: 403(b)
- Total Participants: 317
- Total Assets: $10.4M
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 | 317 | $10.4M | $139,449 | $926,289 |
| 2023 | 309 | $9.3M | $220,911 | $830,173 |
| 2022 | 308 | $7.6M | $169,512 | $788,924 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $31,683 | $25,523 | $6,160 | — | — |
| 2023 | $24,312 | $19,479 | $4,833 | — | — |
| 2022 | $24,577 | $18,369 | $6,208 | — | — |