# Family Allergy Mso, LLC 401(k) Plan
Source: https://planprovider.pro/companies/family-allergy-mso-llc-401k-plan

> Family Allergy Mso, LLC's 401(k) plan: 530 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Family Allergy Mso, LLC

- **Sponsor EIN:** 824503357

- **Sponsor Address:** 9800 SHELBYVILLE ROAD, LOUISVILLE, KY, 40223

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

- **Total Participants:** 530

- **Total Assets:** $37.2M

## 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|530|$37.2M|$1.3M|$2.7M|

| 2023|459|$34.4M|$1.2M|$2.6M|

| 2022|429|$27.4M|$1.1M|$2.2M|

## 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|

| CERITY PARTNERS RETIREMENT PLAN ADV|INVESTMENT ADVISORY|$56,571|$1,351|$57,922|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$22,628|—|$22,628|

| TRINITY PENSION CONSULTANTS|OTHER SERVICES|—|$15,861|$15,861|

| CHERRY BEKAERT LLP|ACCOUNTANT|$14,280|—|$14,280|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $110,691

- **Estimated Expense Ratio:** 0.297% 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|$94,148|$57,246|$22,629|$14,273|—|

| 2023|$77,229|—|$76,394|—|—|

| 2022|$47,084|$10,058|$29,926|—|$7,100|

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