Plan Snapshot
- Plan Sponsor: Center For Creative Leadership
- Sponsor EIN: 237079591
- Sponsor Address: ONE LEADERSHIP PLACE, GREENSBORO, NC, 27410
- Plan Type: 403(b)
- Total Participants: 485
- Total Assets: $184.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 485 | $184.9M | $2.8M | $3.7M |
| 2023 | 560 | $168.2M | $2.6M | $3.3M |
| 2022 | 481 | $149.0M | $2.2M | $2.9M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $120,720 | — | $120,720 |
| MMA SECURITIES LLC | NONE | $50,000 | — | $50,000 |
| RSM US LLP | NONE | $15,199 | — | $15,199 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- MMA SECURITIES LLC — NONE
- RSM US LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $185,919
- Estimated Expense Ratio: 0.101% 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 | $185,919 | $55,735 | — | $15,199 | — |
| 2023 | $146,309 | $45,050 | — | $18,900 | — |
| 2022 | $101,984 | $20,000 | — | — | — |