# Whites Residential Family And Services 403(b) Plan
Source: https://planprovider.pro/companies/whites-residential-and-family-services-403b-plan

> Whites Residential Family And Services's 403(b) plan: 295 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Whites Residential Family And Services

- **Sponsor EIN:** 350883520

- **Sponsor Address:** 5233 SOUTH 50 EAST, WABASH, IN, 469928011

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

- **Total Participants:** 295

- **Total Assets:** $10.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|295|$10.5M|$248,296|$590,196|

| 2023|293|$9.8M|$179,560|$546,551|

| 2022|284|$8.6M|$177,695|$533,682|

## 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|

| FORVIS MAZARS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FORVIS MAZARS](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## 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|$29,884|—|$29,884|—|—|

| 2023|$30,155|—|—|—|—|

| 2022|$37,066|—|$37,066|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/whites-residential-and-family-services-403b-plan)

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