Plan Snapshot
- Plan Sponsor: Ccres, INC.
- Sponsor EIN: 233011813
- Sponsor Address: 406 BOOT ROAD, DOWNINGTOWN, PA, 19335
- Plan Type: DC
- Total Participants: 1,286
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 1,286 | $4.6M | $122,114 | $512,518 |
| 2023 | 1,531 | $3.7M | $135,706 | $504,263 |
| 2022 | 1,388 | $2.9M | $102,834 | $474,065 |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $12,631 | — | $12,631 |
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,631
- Estimated Expense Ratio: 0.272% 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 | $12,631 | — | $12,631 | — | — |
| 2023 | $21,246 | — | $21,246 | — | — |
| 2022 | $6,786 | — | $6,786 | — | — |