# Family Service Assn. Of Greate DC Plan
Source: https://planprovider.pro/companies/family-service-assn-of-greate-plan

> Family Service Assn. Of Greate's DC plan: 389 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Family Service Assn. Of Greate

- **Sponsor EIN:** 042104058

- **Sponsor Address:** 101 ROCK STREET, FALL RIVER, MA, 027203133

- **Plan Type:** DC

- **Total Participants:** 389

- **Total Assets:** $14.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|389|$14.9M|$429,399|$420,206|

| 2023|393|$14.0M|$374,475|$385,076|

| 2022|366|$12.2M|$384,465|$348,594|

## 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|

| MUTUAL OF AMERICA INVESTMENT CORP|RECORD KEEPER|$7,353|—|$7,353|

| DANIEL DENNIS & COMPANY, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $7,353

- **Estimated Expense Ratio:** 0.049% 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|$7,731|—|—|—|—|

| 2023|$3,086|—|—|—|—|

| 2022|$3,301|—|—|—|—|

## Similar Plans

- [Bay State Community Services, INC.](https://planprovider.pro/companies/bay-state-community-services-inc-403b-plan) — 414 participants

- [Recover Together, INC.](https://planprovider.pro/companies/recover-together-inc-401k-plan) — 691 participants

- [Community Counseling Of Bristol County, INC.](https://planprovider.pro/companies/community-counseling-of-bristol-county-inc-403b-plan) — 706 participants

- [Umass Memorial Health](https://planprovider.pro/companies/umass-memorial-health-care-401k-plan) — 838 participants

- [Spectrum Health Systems, INC.](https://planprovider.pro/companies/spectrum-health-systems-inc-plan-002) — 1,174 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/family-service-assn-of-greate-plan)

© 2026 PlanProvider.Pro