# Family Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/family-services-inc-401k-plan-002

> Family Services, INC.'s 401(k) plan: 213 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bpas) — 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|—|—|

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