# Friendly Home Services Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/friendly-home-services-group-ll-401k-plan

> Friendly Home Services Group, LLC's 401(k) plan: 313 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Friendly Home Services Group, LLC

- **Sponsor EIN:** 850654134

- **Sponsor Address:** 1301 SOLANA BOULEVARD, WESTLAKE, TX, 76262

- **Plan Type:** 401(k)

- **Total Participants:** 313

- **Total Assets:** $5.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|313|$5.0M|$426,945|$796,206|

| 2023|335|$3.8M|$409,397|$748,409|

| 2022|270|$1.7M|$327,429|$638,210|

## 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|

| UNITED 401(K) PLANS, INC|CONTRACT ADMINISTRATOR|$18,012|—|$18,012|

| GLOBAL RETIREMENT PARTNERS, LLC|ADVISOR|$17,280|—|$17,280|

| VELEZ & HARDY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UNITED 401(K) PLANS, INC](https://planprovider.pro/provider/the-vanguard-group-inc) — CONTRACT ADMINISTRATOR

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $35,292

- **Estimated Expense Ratio:** 0.700% 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|$41,525|—|$41,525|—|—|

| 2023|$26,675|$9,276|$17,399|—|—|

| 2022|$33,874|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/friendly-home-services-group-ll-401k-plan)

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