Plan Snapshot
- Plan Sponsor: Witte Museum
- Sponsor EIN: 741400537
- Sponsor Address: 3801 BROADWAY, SAN ANTONIO, TX, 78209
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $2.1M
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 | 81 | $2.1M | $51,739 | $68,351 |
| 2023 | 62 | $2.6M | $52,781 | $75,165 |
| 2022 | 51 | $2.6M | $54,553 | $76,122 |
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 |
|---|---|---|---|---|
| SOL SCHWARTZ & ASSOCIATES, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $23,399 | — | $11,304 | — | — |
| 2023 | $22,061 | — | $22,061 | — | — |
| 2022 | $24,839 | — | $24,839 | — | — |