Plan Snapshot
- Plan Sponsor: Friends & Family Home Care Services, LLC
- Sponsor EIN: 462961005
- Sponsor Address: 2414 AMSTERDAM AVE, NEW YORK, NY, 10033
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 12,084
- Total Assets: $70.8M
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 | 12,084 | $70.8M | $8.1M | $0 |
| 2023 | 8,118 | $43.6M | $11.6M | $0 |
| 2022 | 7,113 | $26.4M | $7.9M | $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 |
|---|---|---|---|---|
| BLUE RIDGE ASSOCIATES | Recordkeeper | $177,752 | — | $177,752 |
| MORRISON COHEN | ERISA Attorney | $32,817 | — | $32,817 |
| AEGIS FIDUCIARY SERVICES | Custodian / Trustee | $31,458 | — | $31,458 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORRISON COHEN — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $242,027
- Estimated Expense Ratio: 0.342% 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 | $237,662 | — | — | — | — |
| 2023 | $2,813,102 | — | — | — | — |
| 2022 | $417,327 | — | — | — | $417,327 |