# Family Health Center, INC. 403(b) Plan
Source: https://planprovider.pro/companies/family-health-center-inc-403b-plan

> Family Health Center, INC.'s 403(b) plan: 261 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Family Health Center, INC.

- **Sponsor EIN:** 237107569

- **Sponsor Address:** 117 WEST PATERSON STREET, KALAMAZOO, MI, 490072557

- **Plan Type:** 403(b)

- **Total Participants:** 261

- **Total Assets:** $9.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|261|$9.6M|$696,671|$1.2M|

| 2023|229|$7.7M|$251,899|$1.2M|

| 2022|229|$6.0M|$216,218|$1.2M|

## 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|

| YEO & YEO, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [YEO & YEO, P.C.](https://planprovider.pro/provider/yeo-and-yeo-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$8,964|—|$8,964|—|—|

| 2023|$24,344|—|$24,344|—|—|

| 2022|$21,871|—|$21,871|—|—|

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