Plan Snapshot
- Plan Sponsor: Family Health International
- Sponsor EIN: 237413005
- Sponsor Address: 359 BLACKWELL ST., SUITE 200, DURHAM, NC, 27701
- Plan Type: 403(b)
- Total Participants: 1,285
- Total Assets: $202.4M
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 | 1,285 | $202.4M | $0 | $12.2M |
| 2023 | 1,334 | $182.6M | $0 | $11.6M |
| 2022 | 1,404 | $157.3M | $0 | $10.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $71,805 | — | $71,805 |
| 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: $71,805
- Estimated Expense Ratio: 0.035% 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 | $82,755 | — | — | — | — |
| 2023 | $107,573 | $14,375 | — | — | — |
| 2022 | $131,990 | $84,879 | $18,228 | — | $17,850 |