Plan Ledger DOL Form 5500 · updated monthly

Urology San Antonio, P.A.401(k)

UROLOGY SAN ANTONIO, P.A. 401(K) PROFIT SHARING PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Urology San Antonio, P.A. reported $103,925 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $9,436 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 fell from 0.27% to 0.25%. 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 1,208th-largest of 5,688 plans among Texas employers on file, and the 2,184th of 11,911 in health care & social assistance. In 2024, the employer put in $1.54 for every $1.00 employees contributed themselves; active participation has grown from 187 to 227 since 2022.

Plan summary
Net assets, end of year$41,451,314
Participants with balances281
Active participants227
Employer contributions$2,141,999
Employee contributions$1,387,448
Employer contribution per active participant$9,436
Average account balance$147,514
Benefits paid to participants$8,117,929
Plan auditUnmodified (clean) audit opinion
AuditorPAUL J FITZGERALD, PC
Plan history3
Yearassets · accounts · employer contribution
2024$41.5M · 281 accts · $2.1M emplr
2023$40.5M · 253 accts · $2.1M emplr
2022$34.5M · 265 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,621
Investment management$43,137
Trustee / custodial$167
Total administrative$103,925
The Urology San Antonio, P.A. 401(k) match · 2024
Employer contribution per active participant$9,436
Median for plans this size$2,416
2024$9,436 per active participant
2023$10,091 per active participant
2022$10,070 per active participant

Urology San Antonio, P.A.'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 · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$60,621
CAPTRUST FINANCIAL ADVISORS · Investment advisory (plan) · Consulting$43,137

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
2023Transamerica

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

Administrative cost history3
2024$103,925 · 0.25%
2023$104,438 · 0.28%
2022$97,872 · 0.27%
Same employer
Similar plansHealth Care & Social Assistance · Texas
One Voice Central Texas TX$42.3M · 0.96%
The Menninger Clinic TX$42.2M · 0.05%
McH Professional Care TX$41.8M · 0.21%
El Paso Children's Hospital TX$41.6M · 0.89%
Houston Metro Urology, P.A. TX$40.8M · 0.16%
Texas Retina Associates TX$40.3M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742719352 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.