Plan Snapshot
- Plan Sponsor: Family Resources
- Sponsor EIN: 250728060
- Sponsor Address: 1425 FORBES AVENUE, PITTSBURGH, PA, 15219
- Plan Type: 403(b)
- Total Participants: 79
- Total Assets: $2.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 79 | $2.4M | $112,099 | $73,240 |
| 2023 | 75 | $2.3M | $52,464 | $93,776 |
| 2022 | 69 | $2.0M | $62,723 | $81,748 |
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 |
|---|---|---|---|---|
| SCHNEIDER DOWNS & CO., INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHNEIDER DOWNS & CO., INC. — 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 | $30,956 | — | — | — | — |
| 2023 | $17,914 | — | — | — | — |
| 2022 | $21,443 | — | — | — | $21,443 |