# Family Services Incorporated Health & Welfare Plan
Source: https://planprovider.pro/companies/family-services-incorporated-231533374-501

> Family Services Incorporated's Health & Welfare plan: 60 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 Incorporated

- **Sponsor EIN:** 231533374

- **Sponsor Address:** 2022 BROAD AVENUE, ALTOONA, PA, 16601

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 60

- **Total Assets:** $410,024

## 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|60|$410,024|$875,202|$154,769|

| 2023|62|$193,410|$700,690|$150,628|

| 2022|44|$6,364|$532,895|$144,657|

## 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|

| LUMINARE HEALTH BENEFITS INC.|Other Service Provider|$44,015|—|$44,015|

| THE BENECON GROUP, LLC|Investment Advisor|$19,223|—|$19,223|

| LR WEBBER|Investment Advisor|$14,780|—|$14,780|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $78,018

- **Estimated Expense Ratio:** 19.028% 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|$794,579|—|—|—|—|

| 2023|$567,982|—|—|—|—|

| 2022|$772,746|—|—|—|—|

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