Plan Snapshot
- Plan Sponsor: San Antonio Lighthouse For The
- Sponsor EIN: 741339051
- Sponsor Address: 2305 ROOSEVELT AVE, SAN ANTONIO, TX, 782104920
- Plan Type: 401(k)
- Total Participants: 433
- Total Assets: $15.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 433 | $15.4M | $641,895 | $801,610 |
| 2023 | 437 | $13.8M | $659,001 | $811,302 |
| 2022 | 448 | $12.8M | $655,682 | $785,833 |
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 |
|---|---|---|---|---|
| ADKF,P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADKF,P.C. — Auditor
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 | $7,939 | — | — | — | — |
| 2023 | $4,909 | — | — | — | — |
| 2022 | $72 | — | — | — | — |