Sonterra Medical Management Group 401(k) match, vesting and fees
What Sonterra Medical Management Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Oneamerica Retirement Services | Schedule C ↗ |
| Independent auditor | Haynie & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Sonterra Medical Management Group: employer contribution per participant | $3,753 | |
| Peer median | $1,337 |
| Sonterra Medical Management Group: average balance | $92,157 | |
| Peer median | $35,764 |
| Sonterra Medical Management Group: admin expenses ÷ assets | 0.57% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $47.1M at the end of plan year 2021 to $59.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 650 | $59.5M | $2.4M | $3,753 | 0.57% | Not published | Form 5500 ↗ |
| 2023 | 624 | $52.4M | $2.4M | $3,860 | 0.58% | Not published | Form 5500 ↗ |
| 2022 | 614 | $42M | $2.3M | $3,762 | 0.67% | Not published | Form 5500 ↗ |
| 2021 | 608 | $47.1M | $1.4M | $2,316 | 0.66% | Not published | Form 5500 ↗ |
Common questions
Does Sonterra Medical Management Group match 401(k) contributions?
The match terms for the Sonterra Medical Management Group Profit Sharing 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $2.4M in employer contributions, about $3,753 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sonterra Medical Management Group 401(k) match vested?
The vesting schedule for the Sonterra Medical Management Group Profit Sharing 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sonterra Medical Management Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Oneamerica Retirement Services. The plan administrator is Sonterra Medical Management Group, Inc..
I left Sonterra Medical Management Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sonterra Medical Management Group, Inc., (210) 804-5402) or the recordkeeper, Oneamerica Retirement Services. The Sonterra Medical Management Group old 401(k) page lists the contacts from every plan filing. Find an old Sonterra Medical Management Group 401(k)
Data from the public Form 5500 annual reports Sonterra Medical Management Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Sonterra Medical Management Group. Not financial advice. Report a correction · Methodology