Plan Snapshot
- Plan Sponsor: Sonterra Medical Management Group, INC.
- Sponsor EIN: 743006020
- Sponsor Address: 400 CONCORD PLAZA DRIVE, SUITE 300, SAN ANTONIO, TX, 78216
- Plan Type: 401(k)
- Total Participants: 486
- Total Assets: $59.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 486 | $59.5M | $2.4M | $2.4M |
| 2023 | 472 | $52.4M | $2.4M | $2.3M |
| 2022 | 476 | $42.0M | $2.3M | $2.1M |
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 |
|---|---|---|---|---|
| HAYNIE & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAYNIE & COMPANY — 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 | $321,040 | $216,244 | $94,213 | — | — |
| 2023 | $271,531 | $178,776 | $84,251 | — | — |
| 2022 | $299,478 | $182,187 | $108,896 | — | — |