Retirement plan

SOUTH TEXAS FAMILY PLANNING 401(K) PLAN

Name: SOUTH TEXAS FAMILY PLANNING & HEALTH CORPORATION - SOUTH TEXAS FAMILY PLANNING 401(K) PLAN (2025) Form 5500
Creator: SOUTH TEXAS FAMILY PLANNING & HEALTH CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTH TEXAS FAMILY PLANNING 401(K) PLAN, SOUTH TEXAS FAMILY PLANNING & HEALTH CORPORATION

SOUTH TEXAS FAMILY PLANNING & HEALTH CORPORATIONEIN 74-1728621Plan #001PY 2025

4455 SOUTH PADRE ISLAND DR. STE. 29 - CORPUS CHRISTI, TX 78411361-855-7333stfphc.orgLinkedIn11-50 employeesmedical practice

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$749K

+38.5% from 2024

Total participants

+8.2% from 2024

Average account balance

$13,861

+12.9% from 2024

Annual return

19.26%

+3.42 pp from 2024

Benchmarks

See 5,366 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort5,366 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$749K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$14K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$109K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.26%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$138

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2J2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$7K

$119 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.998%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$13,861

$77,814-82.2%

$158,223-91.2%

$86,983-84.1%

Participation rate

81.0%

68.4%+12.5pp

79.2%+1.8pp

69.5%+11.4pp

Annual return

19.26%

30.54%-11.3pp

52.09%-32.8pp

25.83%-6.6pp

Employer contribution / active EE

$2,592-100.0%

$4,109-100.0%

$2,584-100.0%

Participant deferral / active EE

$1,726

$3,270-47.2%

$5,467-68.4%

$4,194-58.8%

Admin fee / account holder

$138

$5,879-97.6%

$16,047-99.1%

$7,856-98.2%

SOUTH TEXAS FAMILY PLANNING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTH TEXAS FAMILY PLANNING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion