# Center For Creative Leadership 403(b) Plan
Source: https://planprovider.pro/companies/center-for-creative-leadership-403b-plan

> Center For Creative Leadership's 403(b) plan: 485 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [MMA SECURITIES LLC](https://planprovider.pro/provider/lpl-financial-llc) — NONE

- [RSM US LLP](https://planprovider.pro/provider/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|—|—|—|

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