# San Antonio Academy Of Texas 403(b) Plan
Source: https://planprovider.pro/companies/san-antonio-academy-of-texas-403b-plan

> San Antonio Academy Of Texas's 403(b) plan: 93 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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