Plan Snapshot
- Plan Sponsor: Center For School Crisis Intervention And Assessment, INC.
- Sponsor EIN: 043244814
- Sponsor Address: 1913 NORTHAMPTON ST, HOLYOKE, MA, 010403401
- Plan Type: 401(k)
- Total Participants: 481
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2025 | 481 | $11.9M | $0 | $0 |
| 2024 | 441 | $9.3M | $806,458 | $651,354 |
| 2023 | 362 | $7.2M | $184,524 | $517,780 |
| 2022 | 316 | $5.6M | $231,125 | $427,728 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL | Investment Advisor | $24,773 | — | $24,773 |
| EMPOWER ANNUITY INSURANCE CO OF AME | Recordkeeper | $21,782 | — | $21,782 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $15,767 | — | $15,767 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,322
- Estimated Expense Ratio: 0.526% 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 |
|---|---|---|---|---|---|
| 2025 | $64,867 | — | — | — | — |
| 2024 | $54,176 | — | — | — | — |
| 2023 | $40,333 | — | — | — | — |
| 2022 | $35,916 | — | — | — | $35,916 |