Friendly Home Services Group 401(k) match, vesting and fees
What Friendly Home Services Group's 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 | United 401(k) Plans, Inc | Schedule C ↗ |
| Independent auditor | Velez & Hardy, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,874 defined-contribution plans in construction with 100 to 499 participants.
| Friendly Home Services Group: employer contribution per participant | $2,772 | |
| Peer median | $2,411 |
| Friendly Home Services Group: average balance | $32,760 | |
| Peer median | $61,921 |
| Friendly Home Services Group: admin expenses ÷ assets | 0.94% | |
| Peer median | 0.39% |
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 $961K at the end of plan year 2021 to $5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 353 | $5M | $427K | $2,772 | 0.94% | Not published | Form 5500 ↗ |
| 2023 | 369 | $3.8M | $409K | $1,109 | 0.97% | Not published | Form 5500 ↗ |
| 2022 | 296 | $1.7M | $327K | $2,619 | 2.59% | Not published | Form 5500 ↗ |
| 2021 | 231 | $961K | $95K | $1,341 | 0.63% | Not published | 5500-SF ↗ |
Common questions
Does Friendly Home Services Group match 401(k) contributions?
The match terms for the Friendly Home Services Group, LLC 401(k) Plan Plan have not been published from its filing yet. The plan year 2024 filing reports $427K in employer contributions, about $2,772 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Friendly Home Services Group 401(k) match vested?
The vesting schedule for the Friendly Home Services Group, LLC 401(k) Plan Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Friendly Home Services Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is United 401(k) Plans, Inc. The plan administrator is Friendly Home Services Group, LLC.
I left Friendly Home Services Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Friendly Home Services Group, LLC, (817) 366-6649) or the recordkeeper, United 401(k) Plans, Inc. The Friendly Home Services Group old 401(k) page lists the contacts from every plan filing. Find an old Friendly Home Services Group 401(k)
Data from the public Form 5500 annual reports Friendly Home Services Group 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 Friendly Home Services Group. Not financial advice. Report a correction · Methodology