Plan Snapshot
- Plan Sponsor: Family Services, INC.
- Sponsor EIN: 560689235
- Sponsor Address: 1200 S BROAD STREET, WINSTON-SALEM, NC, 27101
- Plan Type: DB
- Total Participants: 16
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 16 | $2.3M | $107,140 | $0 |
| 2023 | 16 | $2.7M | $363,924 | $0 |
| 2022 | 18 | $2.2M | $75,202 | $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 |
|---|---|---|---|---|
| BUTLER BURKE, L.L.P. | 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 | $71,682 | $8,070 | — | — | — |
| 2023 | $30,729 | $23,311 | — | — | — |
| 2022 | $40,374 | — | — | — | $40,374 |