Plan Snapshot
- Plan Sponsor: Family Residences & Essential Enterprises, INC.
- Sponsor EIN: 112420547
- Sponsor Address: 191 SWEET HOLLOW RD, OLD BETHPAGE, NY, 11804
- Plan Type: 401(k)
- Total Participants: 1,938
- Total Assets: $78.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 1,938 | $78.0M | $4.4M | $5.3M |
| 2023 | 1,743 | $67.7M | $4.6M | $5.1M |
| 2022 | 1,611 | $55.3M | $4.5M | $5.3M |
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 |
|---|---|---|---|---|
| LILLING & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LILLING & COMPANY, 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 | $168,194 | — | — | — | — |
| 2023 | $211,738 | — | $137,947 | — | — |
| 2022 | $211,911 | — | $209,186 | — | — |