Plan Snapshot
- Plan Sponsor: Family Services, INC.
- Sponsor EIN: 141338399
- Sponsor Address: 29 NORTH HAMILTON STREET, POUGHKEEPSIE, NY, 12601
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 213 | $7.6M | $401,410 | $555,889 |
| 2023 | 227 | $6.3M | $348,992 | $446,993 |
| 2022 | 212 | $5.5M | $288,443 | $420,020 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — 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 | $68,715 | $30,228 | — | — | — |
| 2023 | $59,595 | $24,634 | $34,961 | — | — |
| 2022 | $61,344 | $22,085 | $39,259 | — | — |