Plan Snapshot
- Plan Sponsor: Stephen F Austin Community Healt
- Sponsor EIN: 412273820
- Sponsor Address: 1612 CALLAWAY, ALVIN, TX, 77511
- Plan Type: 401(k)
- Total Participants: 395
- Total Assets: $6.3M
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 | 395 | $6.3M | $596,197 | $1.1M |
| 2023 | 346 | $4.5M | $513,707 | $987,206 |
| 2022 | 246 | $2.9M | $410,934 | $802,093 |
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 |
|---|---|---|---|---|
| JAG ARGUETA | Auditor | — | — | $0 |
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 | $32,662 | $13,381 | $19,281 | — | — |
| 2023 | $22,504 | — | — | — | — |
| 2022 | $14,058 | — | — | — | — |