Plan Snapshot
- Plan Sponsor: Carelink Community Support Services, INC.
- Sponsor EIN: 231573806
- Sponsor Address: 106 CHESLEY DRIVE, MEDIA, PA, 19063
- Plan Type: 403(b)
- Total Participants: 323
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 323 | $6.7M | $419,195 | $602,377 |
| 2023 | 332 | $5.8M | $341,535 | $463,149 |
| 2022 | 340 | $4.7M | $255,061 | $390,235 |
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 |
|---|---|---|---|---|
| GBB & COMPANY, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $54,321 | — | $54,321 | — | — |
| 2023 | $43,904 | — | $43,904 | — | — |
| 2022 | $38,502 | — | $38,502 | — | — |