Plan Snapshot
- Plan Sponsor: Family Care Network, PLLC
- Sponsor EIN: 911753976
- Sponsor Address: 709 W. ORCHARD DRIVE, SUITE 4, BELLINGHAM, WA, 98225
- Plan Type: 401(k)
- Total Participants: 510
- Total Assets: $108.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 510 | $108.8M | $3.0M | $3.3M |
| 2023 | 481 | $92.9M | $2.8M | $3.0M |
| 2022 | 455 | $77.8M | $2.6M | $2.7M |
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 |
|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP | NONE | $87,644 | — | $87,644 |
| NWPS, INC. | NONE | $67,472 | — | $67,472 |
| CHARLES SCHWAB TRUST COMPANY | NONE | $28,495 | — | $28,495 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NWPS, INC. — NONE
- CHARLES SCHWAB TRUST COMPANY — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $183,611
- Estimated Expense Ratio: 0.169% 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 | $183,611 | $87,644 | — | — | — |
| 2023 | $159,971 | $90,546 | — | — | — |
| 2022 | $157,151 | $84,088 | $46,763 | — | — |