# The Khoury Group 401(k) Plan
Source: https://planprovider.pro/companies/the-khoury-group-401k-plan

> The Khoury Group's 401(k) plan: 385 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/brady-martz-and-associates-pc) — 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|—|—|—|—|

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