Plan Snapshot
- Plan Sponsor: Touchstone Communities 401k Plan
- Sponsor EIN: 900282359
- Sponsor Address: 250 W. NOTTINGHAM SUITE 200, SAN ANTONIO, TX, 78209
- Plan Type: 401(k)
- Total Participants: 3,944
- Total Assets: $32.5M
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 | 3,944 | $32.5M | $861,245 | $4.8M |
| 2023 | 2,445 | $30.1M | $693,762 | $4.2M |
| 2022 | 2,266 | $26.7M | $749,618 | $4.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $267,896 | — | $267,896 |
| WORLD INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $72,878 | — | $72,878 |
| PENSIONMARK FINANCIAL GROUP LLC | NONE | $18,808 | — | $18,808 |
| PLANTE MORAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE MORAN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $359,582
- Estimated Expense Ratio: 1.108% 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 | $383,946 | $91,686 | $53,785 | — | — |
| 2023 | $326,504 | $69,484 | $240,520 | $15,500 | — |
| 2022 | $309,439 | $68,805 | $239,834 | — | — |