Family Resources, INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Family Resources, INC.
  • Sponsor EIN: 237146873
  • Sponsor Address: 5180 62ND AVENUE N, PINELLAS PARK, FL, 33781
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 90
  • Total Assets: $3.4M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202390$3.4M$67,550$85,302
202289$3.1M$59,911$84,368

Similar Plans