# Family Focus 401(k) Plan
Source: https://planprovider.pro/companies/family-focus-362166998-003

> Family Focus's 401(k) plan: 389 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Family Focus

- **Sponsor EIN:** 362166998

- **Sponsor Address:** 5467 S. UNIVERSITY AVENUE, CHICAGO, IL, 60615

- **Plan Type:** 401(k)

- **Plan Number:** 003

- **Total Participants:** 389

- **Total Assets:** $7.9M

## 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|389|$7.9M|$776,503|$647,143|

| 2023|321|$6.0M|$626,772|$489,196|

| 2022|297|$4.3M|$546,713|$397,548|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$33,319|—|$33,319|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $33,319

- **Estimated Expense Ratio:** 0.423% 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|$36,607|$3,288|—|—|—|

| 2023|$26,088|$2,489|—|—|—|

| 2022|$17,847|$1,526|—|—|—|

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