Plan Snapshot
- Plan Sponsor: South Texas Radiology Group, P.A.
- Sponsor EIN: 741671142
- Sponsor Address: COLONNADE I, SAN ANTONIO, TX, 78230
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $111.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 142 | $111.8M | $3.5M | $2.0M |
| 2023 | 149 | $104.6M | $3.1M | $1.9M |
| 2022 | 149 | $87.8M | $3.3M | $1.9M |
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 |
|---|---|---|---|---|
| SMITH ANGLIN FINANCIAL LLC | Other Service Provider | $44,634 | — | $44,634 |
| ARROW WEALTH ADVISORS INC | Other Service Provider | $13,120 | — | $13,120 |
| SCHWAB RETIREMENT PLAN SERVICE,INC. | Recordkeeper | $8,211 | — | $8,211 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICE,INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,965
- Estimated Expense Ratio: 0.059% 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 | $68,321 | $62,662 | — | — | — |
| 2023 | $58,439 | $52,833 | — | — | — |
| 2022 | $60,023 | $51,986 | — | — | — |