# Family & Children'S Agency, INC. 401(k) Plan
Source: https://planprovider.pro/companies/family-children-s-agency-inc-401k-plan

> Family & Children'S Agency, INC.'s 401(k) plan: 171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Family & Children'S Agency, INC.

- **Sponsor EIN:** 060970985

- **Sponsor Address:** 9 MOTT AVENUE 4TH FLOOR, NORWALK, CT, 06850

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

- **Total Participants:** 171

- **Total Assets:** $9.2M

## 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|171|$9.2M|$133,082|$371,430|

| 2023|182|$8.8M|$128,324|$376,359|

| 2022|181|$7.9M|$265,953|$405,622|

## 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|

| MORGAN STANLEY SMITH BARNEY LLC|BROKER/ADVISER|—|$20,045|$20,045|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$11,885|—|$11,885|

| CLIFTON LARSON ALLEN|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTON LARSON ALLEN](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,930

- **Estimated Expense Ratio:** 0.349% 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|$20,322|$8,437|—|—|—|

| 2023|$20,168|$8,315|—|—|—|

| 2022|$11,616|$8,590|$3,026|—|—|

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