Plan Snapshot
- Plan Sponsor: Firemen'S Relief Fund Association Of San Antonio, Texas
- Sponsor EIN: 741135084
- Sponsor Address: PO BOX 5320, SAN ANTONIO, TX, 78201
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 85
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 85 | $1.4M | $0 | $72,238 |
| 2023 | 96 | $1.4M | $0 | $61,273 |
| 2022 | 108 | $1.3M | $0 | $64,291 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LAURO URIBE | Recordkeeper | $24,000 | — | $24,000 |
| GONZALEZ & WALKER, CPA'S | Other Service Provider | $14,313 | — | $14,313 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,313
- Estimated Expense Ratio: 2.739% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $54,521 | $7,998 | — | — | — |
| 2023 | $41,674 | $7,458 | — | — | — |
| 2022 | $95,145 | $8,155 | — | — | $46,161 |