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Original filing (PDF)20251015184409NAL0002882243004
SAN ANTONIO POLICE OFFICERS & FIREFIGHTERS PREPAID LEGAL PLAN & TRUST
Form 5500
FILING_RECEIVED
GROUP LEGAL SERVICES
Health & welfare plan
Signals · 3
~1038 bps in Sched C feesNo recordkeeper disclosed15 service providers
Active participants
4,287
Accounts w/ balance
—
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.3M
How this plan invests
This plan
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 1038 bps in Schedule C fees — 1896% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAN ANTONIO POLICE OFFICERS & FIREFIGHTERS PREPAID LEGAL PLAN & TRUST.
Plan sponsor
Name
SAN ANTONIO POLICE OFFICERS & FIREFIGHTERS PREPAID LEGAL PLAN & TRUST
DBA
GROUP LEGAL SERVICES
EIN
75-1057008
Address
1939 NE LOOP 410, STE 330 · SAN ANTONIO, TX · 782175329
Phone
(210) 822-7678
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4G · Prepaid Legal
Audit & trust (Schedule H)
Auditor
CALVETTI FERGUSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsOther
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEVEN L. CARNES | 75-1057008 | — | EMPLOYEE (PLAN SPONSOR) | $193K | — |
| HANK L DIETERT | 75-1057008 | — | EMPLOYEE (PLAN SPONSOR) | $104K | — |
| LISA RANDOLPH | 75-1057008 | — | EMPLOYEE (PLAN SPONSOR) | $86K | — |
| GEORGE FLORES | 75-1057008 | — | EMPLOYEE (PLAN SPONSOR) | $84K | — |
| JUDY KORY | 75-1057008 | — | EMPLOYEE (PLAN SPONSOR) | $62K | — |
| MARIA RIOJAS | 75-1057008 | — | EMPLOYEE (PLAN SPONSOR) | $62K | — |
| PRISCILLA NASH | 75-1057008 | — | EMPLOYEE (PLAN SPONSOR) | $59K | — |
| GRAYSTONE CONSULTING | 26-4310632 | — | NONE | $33K | — |
| KING & SOMMER, PLLC | 26-0673255 | — | NONE | $25K | — |
| GONZALEZ & WALKER, CPAS | 74-2980278 | — | NONE | $21K | — |
| HAMMONDS DAVIS LAW PLLC | 85-3960752 | — | NONE | $20K | — |
| ANDERSEN LAW FIRM PLLC | 81-1667780 | — | NONE | $19K | — |
| ROBERT D. DABAGHIAN | 27-3580792 | — | NONE | $14K | — |
| MAVERICK LAW, PC | 20-4459754 | — | NONE | $11K | — |
| DAVID T. CAIN, P.C. | 74-2882188 | — | NONE | $5K | — |
Investments
12 direct securities· $6.2M(80% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock iShares Core S&P 500 | — | — | $699K | $1.5M | 19.1% | |
| Blackrock iShares Core S&P Small-Cap | — | — | $360K | $618K | 8.0% | |
| Neuberger Berman Neuberger Berman Strategic Income Fund | — | — | $540K | $529K | 6.9% | |
| Blackrock Black Rock Strategic Income Opportunities | — | — | $531K | $527K | 6.8% | |
| PIMCO Income I2 | — | — | $525K | $525K | 6.8% | |
| Metropolitan West Metropolitan West Intermediate Bond | — | — | $571K | $520K | 6.8% | |
| JP Morgan JP Morgan Strategic Income | — | — | $496K | $499K | 6.5% | |
| Blackrock iShares Core MSCI EAFE | — | — | $428K | $475K | 6.2% | |
| Blackrock iShares Core S&P Mid-Cap | — | — | $288K | $463K | 6.0% | |
| GQG Partners GQG Partners Emerging Markets EQ INS | — | — | $195K | $198K | 2.6% | |
| American Funds American Funds New World F2 | — | — | $160K | $179K | 2.3% | |
| Federated Hermes Government Obligation Fund | — | — | $159K | $159K | 2.1% |