# Trustee Of America'S Family Defined Benefit Plan DB Plan
Source: https://planprovider.pro/companies/america-s-family-benefit-plans-plan-001

> Trustee Of America'S Family Defined Benefit Plan's DB plan: 183 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustee Of America'S Family Defined Benefit Plan

- **Sponsor EIN:** 166103576

- **Sponsor Address:** 8205 MAIN STREET, SUITE 3 4, WILLIAMSVILLE, NY, 142216053

- **Plan Type:** DB

- **Total Participants:** 183

- **Total Assets:** $2.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|183|$2.1M|$524,824|$0|

| 2023|216|$2.0M|$557,922|$0|

| 2022|210|$2.3M|$561,041|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EFPR GROUP CPAS PLLC|Auditor|$15,400|—|$15,400|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EFPR GROUP CPAS PLLC](https://planprovider.pro/provider/efpr-group-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,400

- **Estimated Expense Ratio:** 0.725% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$682,995|$293|—|$15,400|—|

| 2023|$668,135|$283|—|—|—|

| 2022|$521,698|$278|—|—|$92,174|

## Similar Plans

- [Innovative Concepts In Entertainment, INC.](https://planprovider.pro/companies/innovative-concepts-in-entertainment-inc-401k-plan) — 182 participants

- [Vormittag Associates INC](https://planprovider.pro/companies/vormittag-associates-inc-plan-001) — 185 participants

- [Steinway Musical Instruments, INC.](https://planprovider.pro/companies/steinway-musical-instruments-inc-plan-001) — 187 participants

- [Aakron Rule Corporation](https://planprovider.pro/companies/aakron-rule-corporation-plan) — 190 participants

- [The Avon Company](https://planprovider.pro/companies/the-avon-company-plan-002) — 171 participants

- [Bluefors Cryocooler Technologies INC.](https://planprovider.pro/companies/bluefors-cryocooler-technologies-inc-plan-001) — 196 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/america-s-family-benefit-plans-plan-001)

© 2026 PlanProvider.Pro