Plan Ledger DOL Form 5500 · updated monthly

Haven for Hope of Bexar County403(b)

403B THRIFT PLAN HAVEN FOR HOPE OF BEXAR CNTY · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.96%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Haven for Hope of Bexar County reported $73,282 in plan administrative expenses for 2024: 0.96% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,024 per active participant. 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 2 years on file its reported administrative ratio rose from 0.44% to 0.96%. 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 (3,292nd of 5,688), and 6,222nd of 11,911 in health care & social assistance. In 2024, employees put in $1.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,567,914
Participants with balances473
Active participants300
Employer contributions$607,204
Employee contributions$761,662
Employer contribution per active participant$2,024
Average account balance$18,114
Benefits paid to participants$337,760
Plan auditUnmodified (clean) audit opinion
AuditorADKF, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 473 accts · $607K emplr
2023$6.7M · 429 accts · $529K emplr
2022$4.2M · 241 accts · $343K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,634
Investment management$25,648
Total administrative$73,282
Employer contributions to the Haven for Hope of Bexar County plan · 2024
Employer contribution per active participant$2,024
Median for plans this size$1,313
2024$2,024 per active participant
2023$1,817 per active participant
2022$1,138 per active participant

Haven for Hope of Bexar County's 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$47,634
FROST WEALTH ADVISORS · Investment advisory (plan)$25,648

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$73,282 · 0.96%
2023$46,820 · 0.86%
2022$19,569 · 0.44%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Ocusoft, Inc TX$8.5M · 0.61%
Manor Park, Inc. TX$8.4M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208075412 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.