Plan Snapshot
- Plan Sponsor: Family Express Corporation
- Sponsor EIN: 351374015
- Sponsor Address: 213 S. STATE ROAD 49, VALPARAISO, IN, 46383
- Plan Type: 401(k)
- Total Participants: 467
- Total Assets: $7.7M
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 | 467 | $7.7M | $243,089 | $739,145 |
| 2023 | 395 | $6.3M | $284,970 | $695,829 |
| 2022 | 375 | $5.1M | $204,656 | $593,548 |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | NONE | $26,935 | — | $26,935 |
| NORTH AMERICAN KTRADE ALLIANCE, LLC | NONE | $24,203 | $2,438 | $26,641 |
| LATITUDE SERVICE COMPANY, INC | NONE | $20,313 | — | $20,313 |
| MCMAHON & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,889
- Estimated Expense Ratio: 0.958% 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 | $71,451 | — | $71,451 | — | — |
| 2023 | $61,427 | — | $61,427 | — | — |
| 2022 | $53,929 | — | $53,929 | — | — |