Plan Snapshot
- Plan Sponsor: San Antonio Academy Of Texas
- Sponsor EIN: 740878670
- Sponsor Address: 117 EAST FRENCH PLACE, SAN ANTONIO, TX, 78212
- Plan Type: 403(b)
- Total Participants: 93
- Total Assets: $9.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 93 | $9.4M | $339,234 | $422,945 |
| 2023 | 121 | $9.5M | $347,265 | $394,810 |
| 2022 | 88 | $8.2M | $316,533 | $308,901 |
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 |
|---|---|---|---|---|
| CALVETTI FERGUSON, LLC | 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 | $50,277 | — | $50,277 | — | — |
| 2023 | $41,149 | — | $41,149 | — | — |
| 2022 | $26,555 | — | $26,555 | — | — |