Plan Snapshot
- Plan Sponsor: San Antonio Police Officers & Firefighters Prepaid Legal Plan & Trust
- Sponsor EIN: 751057008
- Sponsor Address: 1939 NE LOOP 410, STE 330, SAN ANTONIO, TX, 782175329
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 4,287
- Total Assets: $7.7M
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 | 4,287 | $7.7M | $1.6M | $0 |
| 2023 | 4,197 | $6.8M | $1.6M | $0 |
| 2022 | 4,171 | $5.7M | $1.6M | $0 |
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 |
|---|---|---|---|---|
| STEVEN L. CARNES | Other Service Provider | $193,101 | — | $193,101 |
| HANK L DIETERT | Other Service Provider | $104,345 | — | $104,345 |
| LISA RANDOLPH | Other Service Provider | $86,125 | — | $86,125 |
| GEORGE FLORES | Other Service Provider | $83,585 | — | $83,585 |
| JUDY KORY | Other Service Provider | $62,407 | — | $62,407 |
| MARIA RIOJAS | Other Service Provider | $61,548 | — | $61,548 |
| PRISCILLA NASH | Other Service Provider | $59,198 | — | $59,198 |
| GRAYSTONE CONSULTING | Recordkeeper | $33,029 | — | $33,029 |
| KING & SOMMER, PLLC | Other Service Provider | $25,492 | — | $25,492 |
| GONZALEZ & WALKER, CPAS | Other Service Provider | $21,100 | — | $21,100 |
| HAMMONDS DAVIS LAW PLLC | Other Service Provider | $20,255 | — | $20,255 |
| ANDERSEN LAW FIRM PLLC | Other Service Provider | $19,287 | — | $19,287 |
| ROBERT D. DABAGHIAN | Other Service Provider | $13,725 | — | $13,725 |
| MAVERICK LAW, PC | Other Service Provider | $11,120 | — | $11,120 |
| DAVID T. CAIN, P.C. | Other Service Provider | $5,040 | — | $5,040 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRAYSTONE CONSULTING — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $799,357
- Estimated Expense Ratio: 10.380% 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 | $1,148,351 | $33,029 | — | $21,100 | — |
| 2023 | $1,097,798 | $28,940 | — | $20,587 | — |
| 2022 | $1,045,316 | $28,934 | — | — | $20,181 |