# Family Health Centers 401(k) Plan
Source: https://planprovider.pro/companies/family-health-centers-401k-plan

> Family Health Centers's 401(k) plan: 243 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 Centers

- **Sponsor EIN:** 911275011

- **Sponsor Address:** P. O. BOX 1340, OKANOGAN, WA, 98840

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

- **Total Participants:** 243

- **Total Assets:** $5.0M

## 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|243|$5.0M|$103,743|$660,173|

| 2023|240|$4.2M|$88,075|$538,555|

| 2022|243|$3.7M|$58,909|$535,134|

## 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|

| LPL FINANCIAL LLC - RPCP|INVESTMENT ADVISORY|$13,813|—|$13,813|

| DZA PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [DZA PLLC](https://planprovider.pro/provider/dza-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,813

- **Estimated Expense Ratio:** 0.278% 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|$40,424|$13,812|—|—|—|

| 2023|$33,843|$11,550|$3,750|—|—|

| 2022|$33,392|$11,235|$22,157|—|—|

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