# Caring People Alliance 403(b) Plan
Source: https://planprovider.pro/companies/caring-people-alliance-403b-plan

> Caring People Alliance's 403(b) plan: 165 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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