Plan Snapshot
- Plan Sponsor: Family Resource Center Of Northwest Ohio, INC.
- Sponsor EIN: 341475943
- Sponsor Address: 530 S MAIN ST, LIMA, OH, 458041240
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $3.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 192 | $3.9M | $91,602 | $263,389 |
| 2023 | 208 | $2.5M | $98,880 | $242,908 |
| 2022 | 232 | $2.0M | $80,156 | $235,174 |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFFER, HACKETT & CO. | Auditor | — | — | $0 |
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 | $634 | — | — | — | — |
| 2023 | $277 | — | — | — | — |
| 2022 | $252 | — | — | — | — |