# Interface Children & Family Services 401(k) Plan
Source: https://planprovider.pro/companies/interface-children-family-services-952944459-001

> Interface Children & Family Services's 401(k) plan: 156 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Interface Children & Family Services

- **Sponsor EIN:** 952944459

- **Sponsor Address:** 4001 MISSION OAKS BLVD., SUITE I, CAMARILLO, CA, 930125121

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

- **Plan Number:** 001

- **Total Participants:** 156

- **Total Assets:** $3.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|156|$3.6M|$47,470|$410,147|

| 2023|162|$2.8M|$45,744|$347,999|

| 2022|157|$2.1M|$39,024|$318,468|

## 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|

| STIFEL & CO INC|Investment Advisor|$11,847|—|$11,847|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,847

- **Estimated Expense Ratio:** 0.333% 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|$14,632|—|$14,632|—|—|

| 2023|$13,089|—|$13,089|—|—|

| 2022|$14,909|—|$14,909|—|—|

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