Plan Snapshot
- Plan Sponsor: Caring People Alliance
- Sponsor EIN: 231352104
- Sponsor Address: 123 S. BROAD STREET, 22ND FLOOR, PHILADELPHIA, PA, 191091034
- Plan Type: 403(b)
- Total Participants: 165
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 165 | $4.4M | $134,271 | $231,334 |
| 2023 | 232 | $4.9M | $201,226 | $299,246 |
| 2022 | 234 | $4.4M | $204,174 | $284,196 |
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 |
|---|---|---|---|---|
| CBIZ CPAS, P.C. | 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 | $47,527 | — | $47,527 | — | — |
| 2023 | $43,426 | — | $43,426 | — | — |
| 2022 | $44,714 | — | $44,714 | — | — |