Plan Snapshot
- Plan Sponsor: Saint Mary'S Hall
- Sponsor EIN: 740877330
- Sponsor Address: 9401 STARCREST DRIVE, SAN ANTONIO, TX, 78217
- Plan Type: 403(b)
- Total Participants: 316
- Total Assets: $24.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 316 | $24.9M | $442,146 | $592,146 |
| 2023 | 191 | $38.2M | $893,421 | $1.0M |
| 2022 | 193 | $34.6M | $842,486 | $938,321 |
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 |
|---|---|---|---|---|
| GONZALEZ & WALKER | Auditor | — | — | $0 |
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 | $23,825 | $13,133 | $10,692 | — | — |
| 2023 | $23,093 | $21,192 | — | — | — |
| 2022 | $14,992 | $12,500 | — | — | — |