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Form 5500 · Retirement plan · SAN ANTONIO, TX

FAMILY SERVICE ASSOCIATION OF SAN

The filing calls this plan FAMILY SERVICE OF S. A. 401(K) PLAN.

FAMILY SERVICE ASSOCIATION OF SAN of SAN ANTONIO, TX's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-1117341 · plan 001 · plan year 2024, filed Sep 8, 2025

Participants at the start of the year
489
Contracts on file
1
Contract value
$94,831
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.

The contracts held $94,831 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC517December$94,831$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
FAMILY SERVICE ASSOCIATION OF SAN
EIN 74-1117341
VOYA RETIREMENT INSURANCE & ANNUITY
SERVICE PROVIDER · EIN 71-0294708
$64,720
paid directly by the plan
WORLD INVESTMENT ADVISORS, LLC
SERVICE PROVIDER · EIN 61-1758632
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$7,502,113
Paid out in benefits
$764,535
Participants at the start of the year
489
Participants with account balances
517

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 75-2393478
WHITLEY PENN LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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