# Family Service Rochester, INC. 401(k) Plan
Source: https://planprovider.pro/companies/family-service-rochester-inc-plan-002

> Family Service Rochester, INC.'s 401(k) plan: 171 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 Rochester, INC.

- **Sponsor EIN:** 410883453

- **Sponsor Address:** 4600 18TH AVENUE NE, ROCHESTER, MN, 55901

- **Plan Type:** 401(k)

- **Total Participants:** 171

- **Total Assets:** $8.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|171|$8.8M|$166,132|$306,475|

| 2023|111|$7.7M|$205,228|$360,293|

| 2022|98|$6.8M|$180,091|$329,969|

## 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|

| SMITH SCHAFER & ASSOCIATES, LTD.|Auditor|—|—|$0|

## 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|$585|—|—|—|—|

| 2023|$357|—|—|—|—|

| 2022|$421|—|—|—|—|

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