Plan Ledger DOL Form 5500 · updated monthly

Sonterra Medical Management Group, Inc.401(k)

SONTERRA MEDICAL MANAGEMENT GROUP PROFIT SHARING 401K PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Sonterra Medical Management Group, Inc. reported $321,040 in plan administrative expenses for 2024: 0.57% of average plan assets, higher than ~90% of peers. Employer contributions averaged $4,988 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 fell from 0.67% to 0.57%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 939th-largest of 5,688 plans among Texas employers on file, and the 1,628th of 11,911 in health care & social assistance. In 2024, the employer put in $1.03 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$59,533,293
Participants with balances646
Active participants486
Employer contributions$2,424,203
Employee contributions$2,360,390
Employer contribution per active participant$4,988
Average account balance$92,157
Benefits paid to participants$4,358,567
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$59.5M · 646 accts · $2.4M emplr
2023$52.4M · 618 accts · $2.4M emplr
2022$42.0M · 614 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$94,213
Investment management$216,244
Total administrative$321,040
The Sonterra Medical Management Group, Inc. 401(k) match · 2024
Employer contribution per active participant$4,988
Median for plans this size$3,635
2024$4,988 per active participant
2023$5,055 per active participant
2022$4,853 per active participant

Sonterra Medical Management Group, Inc.'s 2024 employer contribution ran above the $3,635 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 · 202412
ONEAMERICA RETIREMENT SERVICES · Recordkeeping · Loan processing$94,213
SYMMETRY FINANCIAL · Investment advisory (plan)$72,756
MORGAN STANLEY DEAN WITTER · Investment advisory (plan)$28,013
MERRILL LYNCH · Investment advisory (plan)$27,806
MORGAN STANLEY WEALTH MANAGEMENT · Investment advisory (plan)$22,788
LEAFHOUSE FINANCIAL ADVISORS · Investment advisory (plan)$18,189
ROCKEFELLER CAPITAL MANAGEMENT · Investment advisory (plan)$13,714
MORGAN STANLEY · Investment advisory (plan)$12,332
MERRILL LYNCH · Investment advisory (plan)$10,475
NORTHWESTERN MUTUAL · Investment advisory (plan)$8,625
THE FARRIS GROUP/FIDELITY · Investment advisory (plan)$5,903
MATRIX TRUST COMPANY · Custodial · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$321,040 · 0.57%
2023$271,531 · 0.58%
2022$299,478 · 0.67%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Commonwealth Emergency TX$61.7M · 0.19%
Carter Bloodcare TX$61.2M · 0.37%
Urology America Mso, LLC TX$60.3M · 0.22%
Hospitalists Now, Inc. TX$55.3M · 0.02%
Inform Diagnostics, Inc. TX$54.3M · 0.06%
Smile Doctors, LLC TX$51.5M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 743006020 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.