# Family Express Corporation 401(k) Plan
Source: https://planprovider.pro/companies/family-express-corporation-401k-plan

> Family Express Corporation's 401(k) plan: 467 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [NORTH AMERICAN KTRADE ALLIANCE, LLC](https://planprovider.pro/provider/ktrade) — NONE

## 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|—|—|

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