# Exceptional Family Resources, INC. 401(k) Plan
Source: https://planprovider.pro/companies/exceptional-family-resources-inc-401k-plan

> Exceptional Family Resources, INC.'s 401(k) plan: 343 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Exceptional Family Resources, INC.

- **Sponsor EIN:** 161098311

- **Sponsor Address:** 1820 LEMOYNE AVENUE, SYRACUSE, NY, 13208

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

- **Total Participants:** 343

- **Total Assets:** $3.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

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

## Plan Financials by Year

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

| 2024|343|$3.3M|$176,688|$340,880|

| 2023|353|$2.8M|$161,183|$317,708|

| 2022|246|$1.9M|$139,207|$273,031|

## 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|

| CAMBRIDGE INVESTMENT RESEARCH ADVIS|INVESTMENT AD V-PLAN|$21,232|—|$21,232|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$11,512|—|$11,512|

| BONADIO & CO., LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $32,744

- **Estimated Expense Ratio:** 0.983% 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|$33,629|—|—|—|—|

| 2023|$24,041|—|—|—|—|

| 2022|$40,011|—|$40,011|—|—|

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