# Carson Valley Childrens Aid 401(k) Plan
Source: https://planprovider.pro/companies/carson-valley-childrens-aid-401k-plan

> Carson Valley Childrens Aid's 401(k) plan: 284 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/carson-valley-childrens-aid-401k-plan)

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