Plan Ledger DOL Form 5500 · updated monthly

United Way of San Antonio and Bexar County403(b)

UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY 403(B) THRIFT PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

United Way of San Antonio and Bexar County reported $16,742 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $4,383 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.

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 2,599th-largest of 5,688 plans among Texas employers on file, and the 1,381st of 3,341 in other services. In 2024, employees put in $1.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,508,399
Participants with balances142
Active participants121
Employer contributions$530,318
Employee contributions$543,780
Employer contribution per active participant$4,383
Average account balance$95,130
Benefits paid to participants$1,667,716
Plan auditUnmodified (clean) audit opinion
AuditorADKF, P.C.
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,602
Total administrative$16,742
Employer contributions to the United Way of San Antonio and Bexar County plan · 2024
Employer contribution per active participant$4,383
Median for plans this size$2,416

United Way of San Antonio and Bexar County's 2024 employer contribution ran above the $2,416 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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$16,602

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

Administrative cost history1
2024$16,742 · 0.13%
Similar plansOther Services · Texas
Phoenix Management, Inc. TX$14.7M · 1.44%
Kosse Partners I, LLC TX$14.3M · 0.65%
Ingenesis, Inc. TX$12.5M · 0.82%
Bible Study Fellowship TX$12.0M · 0.02%
Expresspoint Technology TX$11.9M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741272381 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.