# Carelink Community Support Services, INC. 403(b) Plan
Source: https://planprovider.pro/companies/carelink-community-support-services-inc-403b-plan

> Carelink Community Support Services, INC.'s 403(b) plan: 323 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$54,221|—|$54,221|

| GLOBAL RETIREMENT PARTNERS, LLC|INVESTMENT ADVISORY|—|$25,587|$25,587|

| GBB & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISORY

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $79,808

- **Estimated Expense Ratio:** 1.190% 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|$54,321|—|$54,321|—|—|

| 2023|$43,904|—|$43,904|—|—|

| 2022|$38,502|—|$38,502|—|—|

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