Retirement plan

SAN ANTONIO HOUSING TRUST FOUNDATION, INC. 403(B) PLAN

Name: SAN ANTONIO HOUSING TRUST FOUNDATION, INC. - SAN ANTONIO HOUSING TRUST FOUNDATION, INC. 403(B) PLAN (2021) Form 5500
Creator: SAN ANTONIO HOUSING TRUST FOUNDATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAN ANTONIO HOUSING TRUST FOUNDATION, INC. 403(B) PLAN, SAN ANTONIO HOUSING TRUST FOUNDATION, INC.

SAN ANTONIO HOUSING TRUST FOUNDATION, INC.EIN 74-2575461Plan #002PY 2021

2515 BLANCO RD - SAN ANTONIO, TX 78212210-735-2772sahousingtrust.orgLinkedIn11-50 employeescivic & social organization

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$343K

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 359 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants<25

Cohort359 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$379K

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$196K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2665

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 codes2F2G2J3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$197

$49 / participant

Other / not subdivided$197100.0%

% of EOY assets

0.058%

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

$84,149-100.0%

$76,080-100.0%

$167,553-100.0%

Participation rate

0.0%

84.9%-84.9pp

79.4%-79.4pp

82.1%-82.1pp

Annual return

0.00%

54.99%-55.0pp

42.50%-42.5pp

478.89%-478.9pp

Employer contribution / active EE

$11,052

$4,618+139.3%

$3,962+179.0%

$4,840+128.4%

Participant deferral / active EE

$6,079

$5,796+4.9%

$4,905+23.9%

$6,343-4.2%

Admin fee / account holder

$6,410-100.0%

$4,883-100.0%

$12,316-100.0%

SAN ANTONIO HOUSING TRUST FOUNDATION, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAN ANTONIO HOUSING TRUST FOUNDATION, INC. 403(B) 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