Plan Snapshot
- Plan Sponsor: Carson Valley Childrens Aid
- Sponsor EIN: 231352623
- Sponsor Address: 1419 BETHLEHEM PIKE, FLOURTOWN, PA, 19031
- Plan Type: 401(k)
- Total Participants: 284
- Total Assets: $12.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 284 | $12.9M | $0 | $0 |
| 2023 | 322 | $11.6M | $0 | $0 |
| 2022 | 372 | $10.5M | $0 | $0 |
| 2021 | 409 | $11.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | $1 | — | $1 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1
- Estimated Expense Ratio: 0.000% 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 | $8,310 | — | $6,359 | $1 | — |
| 2023 | $6,272 | $1,367 | $4,905 | — | — |
| 2022 | $5,447 | — | $5,447 | — | — |
| 2021 | $3,114 | $731 | $2,383 | — | — |