Plan Snapshot
- Plan Sponsor: Focus On The Family
- Sponsor EIN: 953188150
- Sponsor Address: 8605 EXPLORER DRIVE, COLORADO SPRINGS, CO, 80920
- Plan Type: 403(b)
- Total Participants: 678
- Total Assets: $75.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 678 | $75.0M | $1.7M | $3.1M |
| 2023 | 742 | $69.2M | $1.6M | $2.9M |
| 2022 | 713 | $60.8M | $1.6M | $2.6M |
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 |
|---|---|---|---|---|
| CAPIN CROUSE, LLP | Auditor | $17,500 | — | $17,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,500
- Estimated Expense Ratio: 0.023% 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 | $273,445 | $134,418 | — | $17,500 | — |
| 2023 | $247,456 | $122,736 | — | $16,560 | — |
| 2022 | $117,872 | — | $117,872 | — | — |