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FAMILY SERVICES, INC. — 403(B) THRIFT PLAN FOR FAMILY SERVICES, INC., Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250407135720NAL0025469904001
FAMILY SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN FOR FAMILY SERVICES, INC.
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
171
Accounts w/ balance
91
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FAMILY SERVICES, INC.
.
Find decision makers
Plan sponsor
Name
FAMILY SERVICES, INC.
EIN
56-0689235
Address
1200 SOUTH BROAD ST · WINSTON-SALEM, NC · 27101
Phone
(336) 722-8173
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-07
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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80
Knocking points off
No independent qualified public accountant (IQPA) named.
53% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Small plan (5500-SF) — Schedule H data not available.
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