Plan Snapshot
- Plan Sponsor: Family & Children Services, INC.
- Sponsor EIN: 382118101
- Sponsor Address: 1608 LAKE STREET, KALAMAZOO, MI, 49001
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $12.4M
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 | 105 | $12.4M | $1,146 | $288,442 |
| 2023 | 119 | $11.2M | $32,100 | $279,365 |
| 2022 | 116 | $9.8M | $104,876 | $320,421 |
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 |
|---|---|---|---|---|
| SEBER TANS | 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 | $43,045 | $34,400 | — | — | — |
| 2023 | $40,455 | $32,118 | — | — | — |
| 2022 | $31,851 | — | — | — | $31,851 |