Plan Ledger DOL Form 5500 · updated monthly

South Texas Community Living Corporation401(k)

SOUTH TEXAS COMMUNITY LIVING CORPORATION 401(K) PLAN · SPRING, TX · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

South Texas Community Living Corporation reported $21,828 in plan administrative expenses for 2024: 0.70% of average plan assets, above the peer median. Employer contributions averaged $650 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 0.57% to 0.70%. 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 (4,493rd of 5,688), and 9,036th of 11,911 in health care & social assistance. In 2024, employees put in $1.75 for every $1.00 the employer contributed; active participation has grown from 160 to 179 since 2022.

Plan summary
Net assets, end of year$3,313,247
Participants with balances105
Active participants179
Employer contributions$116,261
Employee contributions$203,100
Employer contribution per active participant$650
Average account balance$31,555
Benefits paid to participants$185,539
Plan auditUnmodified (clean) audit opinion
AuditorWEGNER CPAS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.3M · 105 accts · $116K emplr
2023$2.9M · 118 accts · $107K emplr
2022$2.5M · 106 accts · $119K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,828
Total administrative$21,828
The South Texas Community Living Corporation 401(k) match · 2024
Employer contribution per active participant$650
Median for plans this size$1,313
2024$650 per active participant
2023$606 per active participant
2022$742 per active participant

South Texas Community Living Corporation's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20242
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$8,742
PENSIONMARK FINANCIAL GROUP LLC · Investment advisory (plan)$9,073

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

Recordkeeper by year2
2024Transamerica
2023NOVA 401K ASSOCIATES, Transamerica

This plan has changed recordkeepers within these filings. If you left South Texas Community Living Corporation before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$21,828 · 0.70%
2023$16,400 · 0.60%
2022$15,023 · 0.57%
Similar plansHealth Care & Social Assistance · Texas
Restore Hyper Wellness TX$3.4M · 0.89%
Hendrick Health TX$3.4M · 0.06%
Falls Community Hospital TX$3.3M · 0.02%
The Family Place, Inc. TX$3.3M · 0.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 760364678 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.