Plan Snapshot
- Plan Sponsor: Family Health International
- Sponsor EIN: 237413005
- Sponsor Address: 359 BLACKWELL STREET, SUITE 200, DURHAM, NC, 27701
- Plan Type: 401(k)
- Total Participants: 1,192
- Total Assets: $257.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,192 | $257.9M | $16.9M | $0 |
| 2023 | 1,192 | $231.0M | $15.9M | $0 |
| 2022 | 1,389 | $196.9M | $14.4M | $0 |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — 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 | $99,900 | — | $99,900 | — | — |
| 2023 | $164,057 | $14,375 | — | — | — |
| 2022 | $143,191 | $97,963 | $7,245 | — | $20,750 |