Plan Snapshot
- Plan Sponsor: Friends Of Family Health Cente
- Sponsor EIN: 271316512
- Sponsor Address: 501 S IDAHO ST STE 260, LA HABRA, CA, 906316594
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $12.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 175 | $12.8M | $548,299 | $811,840 |
| 2023 | 154 | $10.2M | $466,123 | $662,839 |
| 2022 | 141 | $8.6M | $380,173 | $544,279 |
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 |
|---|---|---|---|---|
| PDM, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $560 | — | — | — | — |
| 2023 | $157 | — | — | — | — |
| 2022 | $331 | — | — | — | — |