Plan Snapshot
- Plan Sponsor: Family First Homecare
- Sponsor EIN: 460893326
- Sponsor Address: 2203 N LOIS AVE SUITE 700, TAMPA, FL, 33607
- Plan Type: 401(k)
- Total Participants: 1,350
- Total Assets: $9.5M
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 | 1,350 | $9.5M | $656,784 | $1.3M |
| 2023 | 1,204 | $8.0M | $474,144 | $924,158 |
| 2022 | 888 | $3.5M | $330,135 | $638,205 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $23,563 | — | $23,563 |
| KESTRA ADVISORY SERVICES LLC | INVESTMENT ADVISOR | $18,955 | — | $18,955 |
| COULTER & JUSTUS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,518
- Estimated Expense Ratio: 0.446% 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 | $52,991 | $20,064 | — | — | — |
| 2023 | $72,276 | — | $27,807 | — | — |
| 2022 | $45,275 | — | $45,275 | — | — |