Plan Snapshot
- Plan Sponsor: Texas Center For Medical & Surgical Weight Loss, P.A. Dba Sage Bariatr
- Sponsor EIN: 010839544
- Sponsor Address: 9618 HUEBNER ROAD, SUITE 202, SAN ANTONIO, TX, 78240
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 34
- Total Assets: $7.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 34 | $7.8M | $0 | $0 |
| 2024 | 30 | $6.5M | $51,276 | $99,181 |
| 2023 | 26 | $5.9M | $85,590 | $174,016 |
| 2022 | 23 | $5.0M | $79,143 | $154,835 |
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