# Generations Family Health Center, INC. 403(b) Plan
Source: https://planprovider.pro/companies/generations-family-health-center-inc-403b-plan

> Generations Family Health Center, INC.'s 403(b) plan: 180 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Generations Family Health Center, INC.

- **Sponsor EIN:** 223158253

- **Sponsor Address:** 40 MANSFIELD AVENUE, WILLIMANTIC, CT, 06226

- **Plan Type:** 403(b)

- **Total Participants:** 180

- **Total Assets:** $13.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|180|$13.4M|$425,388|$883,770|

| 2023|191|$11.4M|$414,604|$924,835|

| 2022|204|$12.3M|$386,888|$820,161|

## 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|

| COHNREZNICK 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|$82,895|—|—|—|—|

| 2023|$96,103|—|—|—|—|

| 2022|$112,197|$82,426|$29,771|—|—|

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