# San Antonio Police Officers & Firefighters Prepaid Legal Plan & Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/san-antonio-police-officers-firefighters-prepaid-legal-plan-trust-751057008-501

> San Antonio Police Officers & Firefighters Prepaid Legal Plan & Trust's Health & Welfare plan: 4,287 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/jp-morgan-asset-management) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/san-antonio-police-officers-firefighters-prepaid-legal-plan-trust-751057008-501)

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