Plan Snapshot
- Plan Sponsor: Center For Community Resources, INC
- Sponsor EIN: 020585594
- Sponsor Address: SUITE 625, BUTLER, PA, 16001
- Plan Type: 403(b)
- Total Participants: 413
- Total Assets: $8.6M
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 | 413 | $8.6M | $476,081 | $735,068 |
| 2023 | 363 | $6.7M | $326,331 | $582,126 |
| 2022 | 321 | $5.3M | $272,036 | $501,127 |
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 |
|---|---|---|---|---|
| RUZOMBERKA HOLLAND SMITH, INC. | 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 | $88,709 | $28,572 | $60,137 | — | — |
| 2023 | $71,508 | $22,514 | $48,994 | — | — |
| 2022 | $64,901 | — | $64,901 | — | — |