# San Antonio Electrical Vacation Trus 401(k) Plan
Source: https://planprovider.pro/companies/san-antonio-electrical-vacation-trus-741647406-501

> San Antonio Electrical Vacation Trus's 401(k) plan: 2,752 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 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](https://planprovider.pro/provider/harper-and-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|

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