Plan Snapshot
- Plan Sponsor: Documation, INC.
- Sponsor EIN: 742569756
- Sponsor Address: 4560 LOCKHILL SELMA, SAN ANTONIO, TX, 78249
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $11.4M
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 | 182 | $11.4M | $364,609 | $1.2M |
| 2023 | 182 | $10.0M | $312,343 | $983,401 |
| 2022 | 143 | $7.6M | $234,604 | $781,990 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIALS GROUP | NONE | $28,399 | — | $28,399 |
| SWBC INVESTMENT SERVICES, LLC | NONE | $25,842 | — | $25,842 |
| ADKF, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIALS GROUP — NONE
- ADKF, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,241
- Estimated Expense Ratio: 0.477% 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 | $54,241 | — | $54,241 | — | — |
| 2023 | $41,056 | $20,008 | $21,048 | — | — |
| 2022 | $34,590 | — | $34,590 | — | — |