# Family Heating Company INC 401(k) Plan
Source: https://planprovider.pro/companies/family-heating-company-inc-381952447-001

> Family Heating Company INC's 401(k) plan: 127 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Family Heating Company INC

- **Sponsor EIN:** 381952447

- **Sponsor Address:** 30210 FORD RD, GARDEN CITY, MI, 481352371

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

- **Plan Number:** 001

- **Total Participants:** 127

- **Total Assets:** $10.1M

## 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.|

| 2025|127|$10.1M|$128,912|$369,424|

| 2024|123|$9.2M|$101,199|$360,931|

| 2023|109|$7.6M|$101,199|$299,793|

| 2022|114|$6.3M|$94,774|$271,502|

## 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|

| MERRILL LYNCH, PIERCE, FENNER|Investment Advisor|$14,872|—|$14,872|

| PAYCHEX, INC.|Recordkeeper|$12,909|—|$12,909|

| MERRILL LYNCH, PIERCE, FENNER AND S|Investment Advisor|—|$9,548|$9,548|

| ERISA FIDUCIARY SERVICES, INC.|Recordkeeper|$6,570|—|$6,570|

### Verified Provider Profiles

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

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $43,899

- **Estimated Expense Ratio:** 0.436% 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|

| 2025|$1,103,557|—|—|—|—|

| 2024|$40,772|—|—|—|—|

| 2023|$28,273|—|—|—|—|

| 2022|$23,036|$9,450|$13,586|—|—|

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