Plan Snapshot
- Plan Sponsor: Center For Community Alternatives
- Sponsor EIN: 161395992
- Sponsor Address: 115 EAST JEFFERSON ST, STE 300, SYRACUSE, NY, 13202
- Plan Type: 403(b)
- Total Participants: 145
- Total Assets: $4.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 145 | $4.4M | $0 | $451,129 |
| 2023 | 150 | $3.9M | $353,602 | $385,553 |
| 2022 | 137 | $2.8M | $373,581 | $295,623 |
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 |
|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | Recordkeeper | $31,068 | — | $31,068 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $15,174 | — | $15,174 |
| PENTEGRA SERVICES INC | Other Service Provider | $5,274 | — | $5,274 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,516
- Estimated Expense Ratio: 1.160% 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 | $48,082 | — | — | — | — |
| 2023 | $34,634 | — | — | — | — |
| 2022 | $30,432 | — | — | — | $30,432 |