Plan Snapshot
- Plan Sponsor: Family Service League, INC.
- Sponsor EIN: 111631827
- Sponsor Address: 790 PARK AVE, HUNTINGTON, NY, 117434516
- Plan Type: DC
- Total Participants: 112
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 112 | $4.8M | $0 | $0 |
| 2023 | 124 | $5.0M | $0 | $0 |
| 2022 | 130 | $4.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| ANTHEM FINANCIAL SERVICES | SERVICE PROVIDER | $9,719 | — | $9,719 |
| NAWROCKI SMITH LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NAWROCKI SMITH LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,719
- Estimated Expense Ratio: 0.202% 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 | $29,055 | — | $29,055 | — | — |
| 2023 | $25,536 | — | $25,536 | — | — |
| 2022 | $10,016 | — | $10,016 | — | — |