Plan Snapshot
- Plan Sponsor: Deer Oaks Mental Health Associates, PC And Affiliated Entities
- Sponsor EIN: 742732391
- Sponsor Address: 7272 WURZBACH RD, SAN ANTONIO, TX, 78240
- Plan Type: 401(k)
- Total Participants: 509
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 509 | $8.0M | $0 | $1.7M |
| 2023 | 479 | $6.5M | $0 | $1.4M |
| 2022 | 486 | $5.1M | $0 | $1.4M |
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 |
|---|---|---|---|---|
| HAYNIE & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAYNIE & COMPANY — 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 | $57,396 | $12,416 | $44,980 | — | — |
| 2023 | $43,652 | $8,989 | $34,663 | — | — |
| 2022 | $67,183 | $8,088 | $59,095 | — | — |