Plan Ledger DOL Form 5500 · updated monthly

San Marcos/ Hays County Ems, Inc.401(k)

SAN MARCOS HAYS COUNTY EMS, INC. 401(K) PLAN · SAN MARCOS, TX · plan year 2024

Reported admin expense ratio · 2024
0.81%

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

San Marcos/ Hays County Ems, Inc. reported $38,595 in plan administrative expenses for 2024: 0.81% of average plan assets, above the peer median. Employer contributions averaged $3,513 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 1 year on file its reported administrative ratio rose from 0.60% to 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 (3,980th of 5,688), and 7,764th of 11,911 in health care & social assistance. In 2024, employees put in $1.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,261,170
Participants with balances124
Active participants109
Employer contributions$382,865
Employee contributions$520,322
Employer contribution per active participant$3,513
Average account balance$42,429
Benefits paid to participants$490,598
Plan auditUnmodified (clean) audit opinion
AuditorMONTEMAYOR BRITTON BENDER PC
Plan history2
Yearassets · accounts · employer contribution
2024$5.3M · 124 accts · $383K emplr
2023$4.3M · 117 accts · $316K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,595
Total administrative$38,595
The San Marcos/ Hays County Ems, Inc. 401(k) match · 2024
Employer contribution per active participant$3,513
Median for plans this size$1,313
2024$3,513 per active participant
2023$2,871 per active participant

San Marcos/ Hays County Ems, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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 · 20245
EMPOWER ADVISORY GROUP, LLC · Investment management$7,037
THE RETIREMENT ADVANTAGE INC · Contract administrator$2,875
ENVESTNET RETIREMENT SOLUTIONS, LLC$2,192
MML INVESTORS SERVICES LLCindirect comp

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

Administrative cost history2
2024$38,595 · 0.81%
2023$22,634 · 0.60%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Mission Road Ministries TX$5.3M · 0.43%
Tarrant Area Food Bank TX$5.2M · 0.64%
Hope Hospice TX$5.1M · 1.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742276859 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.