· 2022–2024 · DOL EFAST2

SANTA CRUZ FINANCIAL SERVICES, I — SANTA CRUZ FINANCIAL SERVICES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250621051453NAL0011098498001

SANTA CRUZ FINANCIAL SERVICES, I

Form 5500-SF

FILING_RECEIVED

SANTA CRUZ FINANCIAL SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

6

Accounts w/ balance

5

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

64

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SANTA CRUZ FINANCIAL SERVICES, I.

Plan sponsor

Name

SANTA CRUZ FINANCIAL SERVICES, I

EIN

74-2690270

Address

111 WEST OLMOS DRIVE · SAN ANTONIO, TX · 78212

Phone

(210) 862-2217

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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