Plan Snapshot
- Plan Sponsor: The San Antonio Country Club
- Sponsor EIN: 740878940
- Sponsor Address: 4100 NEW BRAUNFELS AVE, SAN ANTONIO, TX, 78209
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $11.4M
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. |
|---|---|---|---|---|
| 2024 | 144 | $11.4M | $268,495 | $586,497 |
| 2023 | 144 | $10.1M | $226,483 | $500,804 |
| 2022 | 133 | $8.8M | $220,261 | $513,021 |
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 |
|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | Recordkeeper | $33,386 | — | $33,386 |
| ADP, INC. | Recordkeeper | $24,450 | — | $24,450 |
| PEGGY S. EDGE CPA LLC | Other Service Provider | $17,000 | — | $17,000 |
| CRESCENDO RETIREMENT PLAN ADVISORS, | Investment Advisor | $6,459 | — | $6,459 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RESOURCES INVESTMENT ADVISORS, INC. — Recordkeeper
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,295
- Estimated Expense Ratio: 0.713% 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 | $71,617 | $47,166 | — | — | — |
| 2023 | $97,137 | $76,614 | — | — | — |
| 2022 | $60,338 | — | — | — | — |