Plan Ledger DOL Form 5500 · updated monthly

Su Clinica Familiar, Inc.401(k)

SU CLINICA FAMILIAR, INC. PENSION PLAN · HARLINGEN, TX · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Su Clinica Familiar, Inc. reported $33,088 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,751 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 0.119%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,571st-largest of 5,688 plans among Texas employers on file, and the 745th of 3,341 in other services. In 2024, employees put in $1.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,187,311
Participants with balances905
Active participants357
Employer contributions$625,187
Employee contributions$702,949
Employer contribution per active participant$1,751
Average account balance$32,251
Benefits paid to participants$1,882,554
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.2M · 905 accts · $625K emplr
2023$26.5M · 897 accts · $628K emplr
2022$22.6M · 851 accts · $572K emplr
Administrative expenses, itemized · 2024
Investment management$33,088
Total administrative$33,088
The Su Clinica Familiar, Inc. 401(k) match · 2024
Employer contribution per active participant$1,751
Median for plans this size$2,416
2024$1,751 per active participant
2023$1,746 per active participant
2022$1,733 per active participant

Su Clinica Familiar, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20241
PNC BANK · Investment management$33,088

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

Administrative cost history3
2024$33,088 · 0.12%
2023$29,661 · 0.12%
2022$29,661 · 0.12%
Similar plansOther Services · Texas
Ypo, Inc. TX$32.0M · 0.17%
Saber Power Services, LLC TX$30.9M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742357970 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.