Plan Ledger DOL Form 5500 · updated monthly

Touchstone Communities 401K Plan401(k)

TOUCHSTONE COMMUNITIES 401K PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
1.23%

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

Touchstone Communities 401K Plan reported $383,946 in plan administrative expenses for 2024: 1.23% of average plan assets, higher than ~90% of peers. Employer contributions averaged $218 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 1.09% to 1.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,458th-largest of 5,688 plans among Texas employers on file, and the 2,605th of 11,911 in health care & social assistance. In 2024, employees put in $5.52 for every $1.00 the employer contributed; active participation has grown from 2,266 to 3,944 since 2022.

Plan summary
Net assets, end of year$32,465,132
Participants with balances3,673
Active participants3,944
Employer contributions$861,245
Employee contributions$4,754,517
Employer contribution per active participant$218
Average account balance$8,839
Benefits paid to participants$6,686,763
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.5M · 3,673 accts · $861K emplr
2023$30.1M · 3,363 accts · $694K emplr
2022$26.7M · 3,157 accts · $750K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$267,896
Investment management$91,686
Total administrative$383,946
The Touchstone Communities 401K Plan 401(k) match · 2024
Employer contribution per active participant$218
Median for plans this size$2,416
2024$218 per active participant
2023$284 per active participant
2022$331 per active participant

Touchstone Communities 401K Plan's 2024 employer contribution ran below the $2,416 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 · 20243
EMPOWER ANNUITY INSURANCE COMPANY · Contract administrator · Recordkeeping$267,896
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$72,878
PENSIONMARK FINANCIAL GROUP LLC · Investment advisory (plan)$18,808

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

Recordkeeper by year2
2024Empower
2023Prudential

This plan has changed recordkeepers within these filings. If you left Touchstone Communities 401K Plan 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$383,946 · 1.23%
2023$326,504 · 1.15%
2022$309,439 · 1.09%
Same employer
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Renal Associates, P.A. TX$33.0M · 0.30%
Signet Health Corporation TX$32.7M · 0.10%
Mann Eye Center, PA TX$31.8M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900282359 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.