# Sonterra Medical Management Group, INC 401(k) Plan
Source: https://planprovider.pro/companies/sonterra-medical-management-group-inc-743006020-501

> Sonterra Medical Management Group, INC's 401(k) plan: 509 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sonterra Medical Management Group, INC

- **Sponsor EIN:** 743006020

- **Sponsor Address:** 84 NE LOOP 410 SUITE 184, SAN ANTONIO, TX, 78216

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

- **Plan Number:** 501

- **Total Participants:** 509

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|509|$0|$0|$0|

| 2023|500|$0|$0|$0|

| 2022|494|$0|$0|$0|

## 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|

| LUMINARE HEALTH BENEFITS, INC|Other Service Provider|$14,966|—|$14,966|

| SUN LIFE ASSURANCE COMPANY OF CANAD|Investment Advisor|$12,376|—|$12,376|

### Verified Provider Profiles

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

- [SUN LIFE ASSURANCE COMPANY OF CANAD](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $27,342

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sonterra-medical-management-group-inc-743006020-501)

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