Plan Snapshot
- Plan Sponsor: Alliance For Childhood Disease Dba Cure 4 The Kids Foundation
- Sponsor EIN: 260286469
- Sponsor Address: 1 BREAKTHROUGH WAY, LAS VEGAS, NV, 89135
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 186 | $4.9M | $254,096 | $732,237 |
| 2023 | 140 | $3.5M | $566,182 | $676,131 |
| 2022 | 142 | $2.0M | $224,545 | $551,644 |
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 |
|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVIS | Investment Advisor | $15,040 | — | $15,040 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,040
- Estimated Expense Ratio: 0.304% of plan assets
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 | $37,014 | — | $37,014 | — | — |
| 2023 | $28,925 | — | $28,925 | — | — |
| 2022 | $15,247 | — | $15,247 | — | — |