# Families Forward 401(k) Plan
Source: https://planprovider.pro/companies/families-forward-plan

> Families Forward's 401(k) plan: 56 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Families Forward

- **Sponsor EIN:** 330086043

- **Sponsor Address:** 8 THOMAS, IRVINE, CA, 926182763

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

- **Total Participants:** 56

- **Total Assets:** $5.1M

## 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:** No

## Plan Financials by Year

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

| 2024|56|$5.1M|$206,875|$180,939|

| 2023|50|$4.7M|$205,796|$200,711|

| 2022|61|$3.9M|$231,791|$231,221|

## 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|

| HASKELL & WHITE LLP|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|$1,013|—|—|—|—|

| 2023|$441|—|—|—|—|

| 2022|$859|—|—|—|—|

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