Original filing (PDF)20240315133638NAL0000359363001

FAMILY MATTERS, LLC

Name: FAMILY MATTERS, LLC — FAMILY MATTERS, LLC 401(K) PLAN, Form 5500 (2023)
Creator: FAMILY MATTERS, LLC

Form 5500-SF

FILING_RECEIVED

FAMILY MATTERS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FAMILY MATTERS, LLC.

Plan sponsor

Name

FAMILY MATTERS, LLC

EIN

59-3653698

Address

PO BOX 390968 · DELTONA, FL · 327390968

Phone

(386) 860-7206

Industry

Accommodation & Food Servicessee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

62-1874769

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-09-18

Filed

2024-03-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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