# Family Health International 403(b) Plan
Source: https://planprovider.pro/companies/family-health-international-403b-plan

> Family Health International's 403(b) plan: 1,285 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 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](https://planprovider.pro/provider/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|

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