Plan Snapshot
- Plan Sponsor: Family Entertainment Group, LLC
- Sponsor EIN: 474038225
- Sponsor Address: 1265 HAMILTON PKWY, ITASCA, IL, 60143
- Plan Type: 401(k)
- Total Participants: 610
- Total Assets: $6.9M
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 | 610 | $6.9M | $327,012 | $908,481 |
| 2023 | 568 | $4.8M | $297,243 | $795,263 |
| 2022 | 512 | $3.3M | $267,572 | $700,194 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | 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 | $97,081 | $2,667 | $93,714 | — | — |
| 2023 | $88,362 | — | $88,362 | — | — |
| 2022 | $69,708 | — | $69,708 | — | — |