Original filing (PDF)20251015121502NAL0009526274001

United Way of San Antonio and Bexar County

Name: United Way of San Antonio and Bexar County — Form 5500 Plan 003 (2024)
Creator: United Way of San Antonio and Bexar County
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

United Way of San Antonio and Bexar County 403(b) Thrift Plan

403(b) retirement plan · United Way of San Antonio and Bexar County's United Way of San Antonio and Bexar County 403(b) Thrift Plan held $13.5M in plan assets for 121 participants in 2024, with Vanguard as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

121

Accounts w/ balance

142

Plan assets (EOY)

$13.5M

Net assets (EOY)

$13.5M

How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY.

Plan sponsor

Name

UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY

EIN

all filings

Address

700 SOUTH ALAMO STREET · SAN ANTONIO, TX · 78205

Phone

(210) 352-7009

Industry

Other Services (ex. Public Admin)

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

2025-10-15

Pension benefit codes

2S · Automatic enrollment

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

ADKF, P.C.

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$17K	—

Investments

27 direct securities· $13.5M(100% of reported assets)

Mutual Funds

$11.8M

24 holdings

Other securities

$918K

1 holding

Common Collective Trusts

$731K

1 holding

Participant loans

$65K

1 holding

					% of plan
Fidelity Freedom Index 2025 Inv Fidelity 0	Mutual Funds	—	—	$2.2M	16.2%
Fidelity Freedom Index 2030 Inv Fidelity 0	Mutual Funds	—	—	$2.1M	15.4%
Fidelity Freedom Index 2035 Inv Fidelity 0	Mutual Funds	—	—	$1.2M	8.9%
Fidelity Freedom Index 2045 Inv Fidelity 0	Mutual Funds	—	—	$935K	6.9%
Outside Assets Mutual of America 0	Other securities	—	—	$918K	6.8%
Fidelity Freedom Index 2040 Inv Fidelity 0	Mutual Funds	—	—	$890K	6.6%
Vanguard Federal Money Market Inv Vanguard 0	Mutual Funds	—	—	$858K	6.4%
Vanguard 500 Index Adm Vanguard 0	Common Collective Trusts	—	—	$731K	5.4%
American Funds American Balanced R6 American Funds 0	Mutual Funds	—	—	$710K	5.3%
Franklin Dynatech R6 Franklin 0	Mutual Funds	—	—	$654K	4.8%
Fidelity Freedom Index 2050 Inv Fidelity 0	Mutual Funds	—	—	$648K	4.8%
Fidelity Freedom Index 2055 Inv Fidelity 0	Mutual Funds	—	—	$515K	3.8%
Fidelity Freedom Index 2060 Inv Fidelity 0	Mutual Funds	—	—	$257K	1.9%
MFS Mid Cap Growth R6 MFS 0	Mutual Funds	—	—	$235K	1.7%
American Funds EuroPacific Gr R6 American Funds 0	Mutual Funds	—	—	$122K	0.9%
Vanguard Mid Cap Index Adm Vanguard 0	Mutual Funds	—	—	$101K	0.8%
Vanguard Small-Cap Value Index Adm Vanguard 0	Mutual Funds	—	—	$67K	0.5%
Fidelity Total Bond Fund Fidelity 0	Mutual Funds	—	—	$67K	0.5%
Fidelity International Index Fidelity 0	Mutual Funds	—	—	$66K	0.5%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$65K	0.5%
Fidelity Freedom Index 2020 Inv Fidelity 0	Mutual Funds	—	—	$34K	0.3%
MFS Value R6 MFS 0	Mutual Funds	—	—	$30K	0.2%
Fidelity Small Cap Index Fidelity 0	Mutual Funds	—	—	$30K	0.2%
Franklin Small Cap Growth R6 Franklin 0	Mutual Funds	—	—	$25K	0.2%
Vanguard Mid-Cap Value Index Adm Vanguard 0	Mutual Funds	—	—	$22K	0.2%
Fidelity Freedom Index Income Inv Fidelity 0	Mutual Funds	—	—	$22K	0.2%
Lord Abbett Short Duration Income R6 Lord Abbett 0	Mutual Funds	—	—	$4K	<0.1%