# North American Family Institute, INC. 403(b) Plan
Source: https://planprovider.pro/companies/north-american-family-institute-inc-plan-002

> North American Family Institute, INC.'s 403(b) plan: 1,421 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** North American Family Institute, INC.

- **Sponsor EIN:** 042921507

- **Sponsor Address:** 90 MAPLE STREET, STONEHAM, MA, 02180

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

- **Total Participants:** 1,421

- **Total Assets:** $26.5M

## 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|1,421|$26.5M|$0|$0|

| 2023|1,417|$21.5M|$0|$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|

| QRGA,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|$137,414|—|$137,414|—|—|

| 2023|$104,940|—|$104,940|—|—|

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