Plan Ledger DOL Form 5500 · updated monthly

South Texas Radiology Group, P.A.401(k)

SOUTH TEXAS RADIOLOGY GROUP PROFIT SHARING PLAN AND TRUST · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

South Texas Radiology Group, P.A. reported $68,321 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $24,822 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 3 years on file its reported administrative ratio has held roughly steady near 0.063%. 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 592nd-largest of 5,688 plans among Texas employers on file, and the 1,015th of 11,911 in health care & social assistance. In 2024, the employer put in $1.78 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$111,822,719
Participants with balances173
Active participants142
Employer contributions$3,524,728
Employee contributions$1,984,569
Employer contribution per active participant$24,822
Average account balance$646,374
Benefits paid to participants$16,104,584
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$111.8M · 173 accts · $3.5M emplr
2023$104.6M · 191 accts · $3.1M emplr
2022$87.8M · 185 accts · $3.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,659
Investment management$62,662
Total administrative$68,321
The South Texas Radiology Group, P.A. 401(k) match · 2024
Employer contribution per active participant$24,822
Median for plans this size$3,635
2024$24,822 per active participant
2023$20,930 per active participant
2022$22,303 per active participant

South Texas Radiology Group, P.A.'s 2024 employer contribution ran above the $3,635 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 · 20244
SCHWAB RETIREMENT PLAN SERVICE,INC. · Recordkeeping · Investment advisory (participants)$8,211
SMITH ANGLIN FINANCIAL LLC · Investment advisory (participants)$44,634
ARROW WEALTH ADVISORS INC · Investment advisory (participants)$13,120
CHARLES SCHWAB & CO., INC. · Securities brokerage$1,604

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$68,321 · 0.06%
2023$58,439 · 0.06%
2022$60,023 · 0.06%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Ernest Health, Inc. TX$123.3M · 0.26%
Texas Health Care, P.L.L.C. TX$110.2M · 0.51%
Houston Radiology Associated TX$108.5M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741671142 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.