# Family Help And Wellness 401(k) Plan
Source: https://planprovider.pro/companies/family-help-and-wellness-401k-plan

> Family Help And Wellness's 401(k) plan: 106 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Family Help And Wellness

- **Sponsor EIN:** 261843109

- **Sponsor Address:** 530 CENTER STREET, N.E., SALEM, OR, 97301

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

- **Total Participants:** 106

- **Total Assets:** $2.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|106|$2.6M|$0|$353,582|

| 2023|896|$2.1M|$0|$457,675|

| 2022|885|$1.4M|$0|$478,181|

## 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|

| PLANCHEC(K) CPAS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PLANCHEC(K) CPAS, LLC](https://planprovider.pro/provider/plancheck-cpas-llc) — 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|$12,734|—|—|—|—|

| 2023|$2,501|—|—|—|—|

| 2022|$4,099|—|—|—|$4,099|

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