Plan Snapshot
- Plan Sponsor: San Antonio Electrical Vacation Trus
- Sponsor EIN: 741647406
- Sponsor Address: 6121 INDIAN SCHOOL RD NE SUITE 123, ALBUQUERQUE, NM, 87110
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,752
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,752 | $1.8M | $5.3M | $0 |
| 2023 | 2,419 | $1.4M | $3.8M | $0 |
| 2022 | 2,953 | $839,843 | $3.0M | $0 |
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 |
|---|---|---|---|---|
| HARPER & PEARSON COMPANY, PC | Auditor | $22,000 | — | $22,000 |
| SOUTHWEST SERVICE ADMINISTRATORS | Other Service Provider | $12,000 | — | $12,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARPER & PEARSON COMPANY, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,000
- Estimated Expense Ratio: 1.865% 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 | $115,641 | — | $12,000 | $22,000 | — |
| 2023 | $83,961 | — | $14,000 | $17,000 | — |
| 2022 | $29,323 | — | — | — | $29,323 |