Plan Snapshot
- Plan Sponsor: Family Guidance Centers, INC.
- Sponsor EIN: 362690275
- Sponsor Address: 2618 PATRIOT BLVD., GLENVIEW, IL, 60026
- Plan Type: 401(k)
- Total Participants: 413
- Total Assets: $11.8M
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 | 413 | $11.8M | $147,824 | $716,781 |
| 2023 | 388 | $10.3M | $129,778 | $615,501 |
| 2022 | 357 | $8.7M | $123,660 | $618,927 |
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 |
|---|---|---|---|---|
| ALLIANCE PENSION CONSULTANTS, LLC | RECORDKEEPER | $13,519 | — | $13,519 |
| CHARLES SCHWAB TRUST BANK | CUSTODIAN | — | $5,633 | $5,633 |
| PLANTE MORAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST BANK — CUSTODIAN
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,152
- Estimated Expense Ratio: 0.162% 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 | $13,519 | — | — | — | — |
| 2023 | $30,782 | — | — | — | — |
| 2022 | $6,545 | — | — | — | $6,545 |