# Family Care Visiting Nurse & H DC Plan
Source: https://planprovider.pro/companies/family-care-visiting-nurse-h-plan

> Family Care Visiting Nurse & H's DC plan: 233 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Family Care Visiting Nurse & H

- **Sponsor EIN:** 061409542

- **Sponsor Address:** 999 ORONOQUE LN, STRATFORD, CT, 066141379

- **Plan Type:** DC

- **Total Participants:** 233

- **Total Assets:** $4.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|233|$4.2M|$0|$437,791|

| 2023|373|$3.5M|$0|$414,556|

| 2022|372|$2.7M|$0|$387,079|

## 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|

| PAYCHEX, INC.|RECORDKEEPER|$42,727|—|$42,727|

| MORRISSEY WEALTH MANAGEMENT|ADVISOR|$11,360|—|$11,360|

| ACCAVALLO & COMPANY LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [MORRISSEY WEALTH MANAGEMENT](https://planprovider.pro/provider/fortem-financial-group-llc) — ADVISOR

- [ACCAVALLO & COMPANY LLC](https://planprovider.pro/provider/accavallo-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $54,087

- **Estimated Expense Ratio:** 1.276% 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|$59,687|$11,360|$42,467|—|—|

| 2023|$56,171|$8,469|$19,342|$27,500|—|

| 2022|$51,944|$7,962|$43,982|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/family-care-visiting-nurse-h-plan)

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