# Santa Cruz Health Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/santa-cruz-health-services-inc-plan

> Santa Cruz Health Services, INC.'s 401(k) plan: 87 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Santa Cruz Health Services, INC.

- **Sponsor EIN:** 742864969

- **Sponsor Address:** 2102 W TEEGE AVENUE, HARLINGEN, TX, 78550

- **Plan Type:** 401(k)

- **Total Participants:** 87

- **Total Assets:** $2.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|87|$2.0M|$0|$133,666|

| 2023|100|$2.0M|$0|$166,876|

| 2022|148|$1.9M|$0|$198,507|

## 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|

| ADP, INC.|RECORD KEEPER|$28,462|—|$28,462|

| RESOURCES INVESTMENT ADVISORS, INC.|CONSULTANT|$11,274|—|$11,274|

| PEGGY S. EDGE CPA LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [RESOURCES INVESTMENT ADVISORS, INC.](https://planprovider.pro/provider/epic-retirement-plan-services) — CONSULTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $39,736

- **Estimated Expense Ratio:** 2.004% 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|$39,736|$11,274|—|—|—|

| 2023|$34,347|$16,997|—|—|—|

| 2022|$48,247|—|—|—|—|

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