Original filing (PDF)20250721102859NAL0001723968001

SAN ANTONIO RETAIL MERCHANTS ASSOC

Name: SAN ANTONIO RETAIL MERCHANTS ASSOC — SAN ANTONIO RETAIL MERCHANTS ASSOCIATION 401(K) PROFIT SHARING RETIREMENT PLAN, Form 5500 (2023)
Creator: SAN ANTONIO RETAIL MERCHANTS ASSOC

Form 5500-SF

FILING_RECEIVED

SAN ANTONIO RETAIL MERCHANTS ASSOCIATION 401(K) PROFIT SHARING RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAN ANTONIO RETAIL MERCHANTS ASSOC.

Plan sponsor

Name

SAN ANTONIO RETAIL MERCHANTS ASSOC

EIN

74-0879730

Address

555 E. RAMSEY ROAD · SAN ANTONIO, TX · 78108

Phone

(210) 244-4516

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-07-21

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

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