Plan Snapshot
- Plan Sponsor: Association Of Concerned Christians For Emerging Social Services
- Sponsor EIN: 232003056
- Sponsor Address: 500 OFFICE CENTER DRIVE, FORT WASHINGTON, PA, 19034
- Plan Type: Health & Welfare
- Plan Number: 509
- Total Participants: 293
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 293 | $1.3M | $4.1M | $781,265 |
| 2023 | 281 | $445,471 | $3.3M | $631,747 |
| 2022 | 271 | $753,369 | $2.3M | $558,166 |
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 |
|---|---|---|---|---|
| AETNA HEALTH PLANS | Other Service Provider | $138,905 | — | $138,905 |
| ONEDIGITAL (PHILADELPHIA) | Investment Advisor | $66,123 | — | $66,123 |
| THE BENECON GROUP | Investment Advisor | $49,725 | — | $49,725 |
| PATRIOT (EXUDE, INC.) | Investment Advisor | $46,737 | — | $46,737 |
| CONNECTCARE 3 | Other Service Provider | $15,514 | — | $15,514 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $317,004
- Estimated Expense Ratio: 25.217% 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 | $1,509,073 | $65,240 | $251,767 | — | — |
| 2023 | $1,307,531 | $55,615 | $161,303 | — | — |
| 2022 | $1,214,711 | $52,185 | $220,208 | — | — |