Family Residences & Essential Enterprises 401(k) match, vesting and fees
What Family Residences & Essential Enterprises' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Lilling & Company, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Family Residences & Essential Enterprises: employer contribution per participant | $1,750 | |
| Peer median | $1,358 |
| Family Residences & Essential Enterprises: average balance | $31,132 | |
| Peer median | $44,442 |
| Family Residences & Essential Enterprises: admin expenses ÷ assets | 0.23% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $58.2M at the end of plan year 2021 to $78M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,708 | $78M | $4.4M | $1,750 | 0.23% | Not published | Form 5500 ↗ |
| 2023 | 2,432 | $67.7M | $4.6M | $6,607 | 0.34% | Not published | Form 5500 ↗ |
| 2022 | 2,342 | $55.3M | $4.5M | $1,941 | 0.37% | Not published | Form 5500 ↗ |
| 2021 | 2,312 | $58.2M | $3.5M | $1,498 | 0.40% | Not published | Form 5500 ↗ |
Other Family Residences & Essential Enterprises plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Family Residences & Essential Enterprises, Inc. 403(b) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Family Residences & Essential Enterprises match 401(k) contributions?
The match terms for the Family Residences Retirement & 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $4.4M in employer contributions, about $1,750 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Family Residences & Essential Enterprises 401(k) match vested?
The vesting schedule for the Family Residences Retirement & 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Family Residences & Essential Enterprises 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is The Angell Pension Group, Inc..
I left Family Residences & Essential Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Angell Pension Group, Inc., (401) 438-9250) or the recordkeeper, Empower Annuity Insurance Company. The Family Residences & Essential Enterprises old 401(k) page lists the contacts from every plan filing. Find an old Family Residences & Essential Enterprises 401(k)
Data from the public Form 5500 annual reports Family Residences & Essential Enterprises filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Family Residences & Essential Enterprises. Not financial advice. Report a correction · Methodology