Plan Ledger DOL Form 5500 · updated monthly

Family Service Association of San401(k)

FAMILY SERVICE OF S. A. 401(K) PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.94%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Family Service Association of San reported $64,720 in plan administrative expenses for 2024: 0.94% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,262 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.89% to 0.94%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (3,497th of 5,688), and 6,657th of 11,911 in health care & social assistance. In 2024, employees put in $1.42 for every $1.00 the employer contributed; active participation has grown from 341 to 430 since 2022.

Plan summary
Net assets, end of year$7,502,113
Participants with balances517
Active participants430
Employer contributions$542,806
Employee contributions$769,696
Employer contribution per active participant$1,262
Average account balance$14,511
Benefits paid to participants$764,535
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.5M · 517 accts · $543K emplr
2023$6.2M · 459 accts · $426K emplr
2022$5.0M · 420 accts · $353K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,320
Total administrative$64,720
The Family Service Association of San 401(k) match · 2024
Employer contribution per active participant$1,262
Median for plans this size$1,313
2024$1,262 per active participant
2023$1,038 per active participant
2022$1,034 per active participant

Family Service Association of San's 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
WORLD INVESTMENT ADVISORS, LLCindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$64,720 · 0.94%
2023$49,096 · 0.87%
2022$47,977 · 0.89%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Solaris Healthcare, Inc. TX$7.7M · 0.35%
Lena Pope Home, Inc. TX$7.5M · 0.14%
Ophthalmic Partners, PA TX$7.4M · 0.44%
Sagis, PLLC TX$7.2M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741117341 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.