Original filing (PDF)20250606123707NAL0012657953001

FAMILY SERVICE AGENCY

Name: FAMILY SERVICE AGENCY — 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA, Form 5500 (2023)
Creator: FAMILY SERVICE AGENCY

Form 5500

FILING_RECEIVED

403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA

401(k) retirement plan

Signals · 1

Late filing · 0.7 mo

Active participants

274

Accounts w/ balance

356

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

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

Filed 0.7 months past the 10.5-month grace window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FAMILY SERVICE AGENCY.

Plan sponsor

Name

FAMILY SERVICE AGENCY

EIN

95-1644031

Address

123 W GUTIERREZ ST · SANTA BARBARA, CA · 931013424

Phone

(805) 965-1001

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-06-06

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2E · Profit-sharing

2S · Automatic enrollment

2T · Default investment account (QDIA)

2L · 403(b)(1) annuity

2F · ERISA section 404(c)

Service providers (Schedule C)

1 rows

Insurance

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	INSURANCE CARRIER	$3K	—

Investments

1 pooled fund· $4.5M(91% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 003	Pooled Separate Account	$4.5M	90.6%

1–1 of 1

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