# Family Resources Health & Welfare Plan
Source: https://planprovider.pro/companies/family-resources-250728060-502

> Family Resources's Health & Welfare plan: 47 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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