# Santa Fe South Schools, INC. 401(k) Plan
Source: https://planprovider.pro/companies/santa-fe-south-schools-inc-plan

> Santa Fe South Schools, INC.'s 401(k) plan: 473 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Santa Fe South Schools, INC.

- **Sponsor EIN:** 300118733

- **Sponsor Address:** 7000 CROSSROADS BLVD, OKLAHOMA CITY, OK, 73149

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

- **Total Participants:** 473

- **Total Assets:** $15.2M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|473|$15.2M|$1.4M|$527,140|

| 2023|532|$12.8M|$1.2M|$411,041|

| 2022|466|$10.1M|$875,894|$252,739|

## 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|$13,524|—|$13,524|

| HSPG & ASSOCIATES|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,524

- **Estimated Expense Ratio:** 0.089% 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|$10,914|—|—|—|—|

| 2023|$6,465|—|—|—|—|

| 2022|$5,113|—|—|—|—|

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