Plan Snapshot
- Plan Sponsor: Physician Prime Care Dba Healthtexas Medical Group Of San Antonio
- Sponsor EIN: 742727562
- Sponsor Address: 2961 MOSSROCK, SAN ANTONIO, TX, 782305119
- Plan Type: 401(k)
- Total Participants: 432
- Total Assets: $45.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 432 | $45.2M | $2.6M | $2.0M |
| 2023 | 392 | $37.6M | $2.3M | $1.8M |
| 2022 | 402 | $31.1M | $2.1M | $1.6M |
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 | $66,412 | $5,766 | — | — | — |
| 2023 | $59,447 | $3,988 | — | — | — |
| 2022 | $58,214 | — | — | — | — |