Aimee Lefevers-Kolick signed Family Resources' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Family Resources' EIN is 25-0728060.
Download the official 2024 Form 5500 (PDF) for Family Resources from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Family Resources' plan includes health coverage.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENECON GROUP | 23-1315351 | — | BROKER | $19K | — |
| COURY HEALTH SERVICES, LLC | 25-1692664 | — | BROKER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTHNOW | — | BLUE BELL, PA | ADMIN. | $35K |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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