Plan Snapshot
- Plan Sponsor: The Khoury Group
- Sponsor EIN: 461573553
- Sponsor Address: 1027 AUSTIN HWY SUITE 150, SAN ANTONIO, TX, 78209
- Plan Type: 401(k)
- Total Participants: 385
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 385 | $3.5M | $301,453 | $504,163 |
| 2023 | 344 | $3.1M | $277,822 | $446,543 |
| 2022 | 418 | $2.7M | $254,522 | $383,570 |
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 |
|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | PLAN ADMINISTRATOR | $18,039 | — | $18,039 |
| FROST BANK | ADVISOR | $11,647 | — | $11,647 |
| BRADY, MARTZ & ASSOCIATES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRADY, MARTZ & ASSOCIATES, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,686
- Estimated Expense Ratio: 0.848% 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 | $29,686 | $11,647 | — | — | — |
| 2023 | $28,879 | $10,747 | — | — | — |
| 2022 | $16,111 | — | — | — | — |