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 12,994 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort12,994 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

$75,541-81.7%

$152,093-90.9%

$82,637-83.2%

Participation rate

81.0%

66.5%+14.4pp

77.8%+3.2pp

68.1%+12.9pp

Annual return

19.26%

32.56%-13.3pp

66.36%-47.1pp

53.51%-34.2pp

Employer contribution / active EE

$2,622-100.0%

$4,175-100.0%

$2,552-100.0%

Participant deferral / active EE

$1,726

$3,206-46.2%

$5,451-68.3%

$4,126-58.2%

Admin fee / account holder

$138

$6,405-97.8%

$14,497-99.0%

$7,339-98.1%

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