# American Family Association, INC. 401(k) Plan
Source: https://planprovider.pro/companies/american-family-association-inc-401k-plan

> American Family Association, INC.'s 401(k) plan: 124 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Family Association, INC.

- **Sponsor EIN:** 640607275

- **Sponsor Address:** P.O. DRAWER 2440, TUPELO, MS, 38803

- **Plan Type:** 401(k)

- **Total Participants:** 124

- **Total Assets:** $10.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|124|$10.4M|$463,500|$519,942|

| 2023|122|$9.6M|$452,977|$502,470|

| 2022|123|$8.7M|$398,001|$453,805|

## 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|

| THE SPARKS CPA FIRM, P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$2,925|—|$2,925|—|—|

| 2023|$1,130|—|$1,130|—|—|

| 2022|$4,869|—|$4,869|—|—|

## Similar Plans

- [Mississippi Organ Recovery Agency INC.](https://planprovider.pro/companies/mississippi-organ-recovery-agency-inc-401k-plan) — 123 participants

- [Golden Triangle Planning And Development District, INC.](https://planprovider.pro/companies/golden-triangle-planning-and-development-district-inc-401k-plan) — 103 participants

- [Navigator Credit Union](https://planprovider.pro/companies/navigator-credit-union-plan) — 167 participants

- [Central Mississippi Civic Improvement Assoc. INC.](https://planprovider.pro/companies/central-mississippi-civic-improvement-assoc-inc-401k-plan) — 205 participants

- [Renaissance Community Loan Fund INC.](https://planprovider.pro/companies/renaissance-community-loan-fund-inc-401k-plan) — 34 participants

- [Natchez, INC.](https://planprovider.pro/companies/natchez-inc-plan) — 3 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/american-family-association-inc-401k-plan)

© 2026 PlanProvider.Pro