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Original filing (PDF)20260217143834NAL0006205793001
FAMILY SERVICES, INC.
Form 5500
FILING_RECEIVED
EMPLOYEE BENEFITS PLAN OF FAMILY SERVICES, INC.
Defined-benefit pension plan
Signals · 1
Late filing · 3.0 mo
Active participants
16
Accounts w/ balance
—
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
88
Concentration risk
100
Total plan cost
100
Vendor stack
75
Participation health
100
Knocking points off
- Filed 3.0 months past the 10.5-month grace window.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FAMILY SERVICES, INC..
Plan sponsor
Name
FAMILY SERVICES, INC.
EIN
56-0689235
Address
1200 S BROAD STREET · WINSTON-SALEM, NC · 27101
Phone
(336) 722-8173
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-17
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
BUTLER BURKE, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST BANK | 56-1074313 | — | NONE | $10K | — |
Investments
17 direct securities· $2.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Ishares Core S&P 500 ETF | — | — | $361K | $467K | 20.2% | |
| Dodge and Cox Income Fund | — | — | $380K | $360K | 15.6% | |
| Ishares Core US Aggregate Bond ETF | — | — | $368K | $358K | 15.5% | |
| Vanguard Russell 1000 Growth ETF | — | — | $185K | $238K | 10.3% | |
| Hartford Dividend and Growth Fund | — | — | $138K | $137K | 5.9% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund | — | — | $86K | $94K | 4.1% | |
| Ishares S&P 500 Value ETF | — | — | $81K | $83K | 3.6% | |
| Artisan International Value Fund | — | — | $74K | $81K | 3.5% | |
| Ishares 5-10 Year Investment Grade Corporate Bond ETF | — | — | $79K | $77K | 3.3% | |
| Truist Bank Insured Deposit Program | — | — | $65K | $65K | 2.8% | |
| Ishares 20+ Year Treasury Bond ETF | — | — | $65K | $62K | 2.7% | |
| JO Hambro International Select Fund | — | — | $65K | $60K | 2.6% | |
| Vanguard FTSE Developed Markets ETF | — | — | $64K | $59K | 2.5% | |
| Cohen & Steers Institutional Realty Shares | — | — | $45K | $46K | 2.0% | |
| T. Rowe Price QM US Small Cap Growth Equity Fund | — | — | $50K | $45K | 2.0% | |
| Dimensional US Small Cap Portfolio | — | — | $37K | $42K | 1.8% | |
| GQG Partners Emerging Markets Equity Fund | — | — | $30K | $35K | 1.5% |