Plan Ledger DOL Form 5500 · updated monthly

Easter Seals Rehabilitation Center401(k)

EASTER SEALS OF SAN ANTONIO 401(K) PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.81%

Easter Seals Rehabilitation Center reported $55,229 in plan administrative expenses for 2024: 0.81% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.81%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (3,594th of 5,688), and 6,835th of 11,911 in health care & social assistance. active participation has shrunk from 195 to 175 since 2022.

Plan summary
Net assets, end of year$7,077,450
Participants with balances118
Active participants175
Employer contributions—
Employee contributions$431,741
Employer contribution per active participant—
Average account balance$59,978
Benefits paid to participants$720,776
Plan auditQualified audit opinion
AuditorLOWERY POWELL STEVENS & MANGUM P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 118 accts
2023$6.6M · 133 accts
2022$5.4M · 133 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,130
Investment management$34,099
Total administrative$55,229
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
JOHN HANCOCK LIFE INS CO USA · Recordkeeping · Investment management$1,694
ALERA INVESTMENT ADVISORS LLC · Investment advisory (participants)$32,787
WILSHIRE ADVISORS LLC · Investment advisory (participants)$1,312

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$55,229 · 0.81%
2023$48,422 · 0.81%
2022$39,150 · 0.78%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Genesis Medical Group TX$7.2M · 1.04%
The Brookwood Community TX$7.2M · 0.00%
Chardonnay Dialysis, LLC TX$7.1M · 0.35%
Deca Dental Holdings, LLC TX$7.1M · 2.05%
Aliviane, Inc TX$7.0M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741653179 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.