Plan Snapshot
- Plan Sponsor: Mission Road Ministries
- Sponsor EIN: 742958552
- Sponsor Address: 8706 MISSION ROAD, SAN ANTONIO, TX, 782143140
- Plan Type: 401(k)
- Total Participants: 220
- Total Assets: $5.3M
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 | 220 | $5.3M | $177,000 | $310,131 |
| 2023 | 316 | $4.7M | $177,000 | $292,619 |
| 2022 | 317 | $4.0M | $177,000 | $272,364 |
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 |
|---|---|---|---|---|
| BOKF, NA | Other Service Provider | $21,442 | — | $21,442 |
| CHARLES SCHWAB TRUST BANK | Recordkeeper | — | $5,086 | $5,086 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,528
- Estimated Expense Ratio: 0.499% 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 | $21,442 | — | — | — | — |
| 2023 | $25,827 | $4,155 | — | — | — |
| 2022 | $26,397 | $2,996 | $15,450 | — | $7,951 |