Plan Snapshot
- Plan Sponsor: Family Resources
- Sponsor EIN: 250728060
- Sponsor Address: 1425 FORBES AVENUE, PITTSBURGH, PA, 15219
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 47
- Total Assets: $7,888
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 47 | $7,888 | $515,488 | $54,510 |
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 |
|---|---|---|---|---|
| HEALTHNOW | Other Service Provider | $34,593 | — | $34,593 |
| THE BENECON GROUP | Investment Advisor | $19,497 | — | $19,497 |
| COURY HEALTH SERVICES, LLC | Investment Advisor | $18,300 | — | $18,300 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,390
- Estimated Expense Ratio: 917.723% 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 | $603,833 | — | — | — | — |