Plan Snapshot
- Plan Sponsor: San Marcos/ Hays County Ems, INC.
- Sponsor EIN: 742276859
- Sponsor Address: P. O. BOX 641, SAN MARCOS, TX, 78667
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $5.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 109 | $5.3M | $382,865 | $520,322 |
| 2023 | 110 | $4.3M | $315,814 | $486,275 |
| 2022 | 111 | $3.2M | $219,141 | $324,846 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $25,299 | — | $25,299 |
| MML INVESTORS SERVICES LLC | BROKER/ADVISER | — | $18,495 | $18,495 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $7,037 | — | $7,037 |
| MONTEMAYOR BRITTON BENDER PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,831
- Estimated Expense Ratio: 0.966% 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 | $38,595 | — | $35,995 | — | — |
| 2023 | $22,634 | — | $22,634 | — | — |
| 2022 | — | — | — | — | — |