Plan Snapshot
- Plan Sponsor: San Antonio Food Bank
- Sponsor EIN: 742122979
- Sponsor Address: 5200 HISTORIC OLD HIGHWAY 90, SAN ANTONIO, TX, 782272209
- Plan Type: 401(k)
- Total Participants: 277
- Total Assets: $15.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 277 | $15.9M | $691,211 | $957,088 |
| 2023 | 256 | $13.4M | $589,100 | $776,323 |
| 2022 | 245 | $11.2M | $614,715 | $777,724 |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | RECORD KEEPER | $5,581 | — | $5,581 |
| ATCHLEY & ASSOCIATES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ATCHLEY & ASSOCIATES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,581
- Estimated Expense Ratio: 0.035% 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 | $5,041 | — | — | — | — |
| 2023 | $2,568 | — | — | — | — |
| 2022 | $2,760 | — | — | — | — |