# Friends Of Children With Special 401(k) Plan
Source: https://planprovider.pro/companies/friends-of-children-of-special-n-401k-plan

> Friends Of Children With Special's 401(k) plan: 146 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Friends Of Children With Special

- **Sponsor EIN:** 770446853

- **Sponsor Address:** CO LILIAN LIN, FREMONT, CA, 94539

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

- **Total Participants:** 146

- **Total Assets:** $9.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|146|$9.6M|$237,724|$1.3M|

| 2023|142|$7.2M|$176,309|$1.1M|

| 2022|114|$5.4M|$146,251|$858,837|

## 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|

| UBS FINANCIAL SERVICES, INC.|INVESTMENT/FINANCIAL ADVI|$27,595|—|$27,595|

| ALAN LEE CPA INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT/FINANCIAL ADVI

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $27,595

- **Estimated Expense Ratio:** 0.289% 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|$56,037|$27,596|—|—|—|

| 2023|$4,980|$4,234|—|—|—|

| 2022|$2,222|—|—|—|—|

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