Plan Snapshot
- Plan Sponsor: Gmg Health Systems, Ltd. Dba Gonzaba Medical Group
- Sponsor EIN: 742959213
- Sponsor Address: 720 PLEASANTON ROAD, SAN ANTONIO, TX, 78214
- Plan Type: 401(k)
- Total Participants: 933
- Total Assets: $38.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 933 | $38.8M | $1.7M | $3.3M |
| 2023 | 834 | $32.7M | $1.5M | $3.0M |
| 2022 | 768 | $25.1M | $1.4M | $2.7M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | $3,150 | — | $3,150 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,150
- Estimated Expense Ratio: 0.008% 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 | $53,355 | $57,781 | — | $3,150 | — |
| 2023 | $20,928 | $45,319 | — | — | — |
| 2022 | $17,448 | — | — | — | — |