# Stephen F Austin Community Healt 401(k) Plan
Source: https://planprovider.pro/companies/stephen-f-austin-community-health-network-401k-plan

> Stephen F Austin Community Healt's 401(k) plan: 395 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PARK AVENUE SECURITIES, LLC|RETAINED BY EMPLOYER|$12,500|—|$12,500|

| JOHN HANCOCK RETIREMENT PLAN SVCS|RETAINED BY PLAN SPONSOR|$11,301|—|$11,301|

| ADP, INC.|RECORD KEEPER|$8,029|—|$8,029|

| JAG ARGUETA|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK RETIREMENT PLAN SVCS](https://planprovider.pro/provider/john-hancock) — RETAINED BY PLAN SPONSOR

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,830

- **Estimated Expense Ratio:** 0.506% 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|$32,662|$13,381|$19,281|—|—|

| 2023|$22,504|—|—|—|—|

| 2022|$14,058|—|—|—|—|

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