Plan Snapshot
- Plan Sponsor: Su Clinica Familiar, INC.
- Sponsor EIN: 742357970
- Sponsor Address: 1706 TREASURE HILLS BLVD., HARLINGEN, TX, 78550
- Plan Type: DC
- Total Participants: 357
- Total Assets: $29.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 357 | $29.2M | $625,187 | $702,949 |
| 2023 | 360 | $26.5M | $628,489 | $722,842 |
| 2022 | 330 | $23.3M | $572,036 | $714,149 |
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 |
|---|---|---|---|---|
| PNC BANK | NONE | $33,088 | — | $33,088 |
| COHNREZNICK LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,088
- Estimated Expense Ratio: 0.113% 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 | $33,088 | $33,088 | — | — | — |
| 2023 | $29,661 | $29,661 | — | — | — |
| 2022 | $29,661 | $29,661 | — | — | — |