Plan Snapshot
- Plan Sponsor: Center For Family Guidance, P.C.
- Sponsor EIN: 223500420
- Sponsor Address: 765 ROUTE 70 EAST, BUILDING A, MARLTON, NJ, 08053
- Plan Type: 401(k)
- Total Participants: 318
- Total Assets: $27.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 318 | $27.2M | $252,870 | $2.5M |
| 2023 | 736 | $38.6M | $0 | $3.3M |
| 2022 | 675 | $32.8M | $545,332 | $3.0M |
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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — Auditor
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 | $102,657 | $69,963 | $12,970 | — | — |
| 2023 | $133,056 | — | $111,585 | — | — |
| 2022 | $39,264 | $39,264 | — | — | — |