# Channing House 403(b) Plan
Source: https://planprovider.pro/companies/channing-house-941485533-001

> Channing House's 403(b) plan: 180 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Channing House

- **Sponsor EIN:** 941485533

- **Sponsor Address:** 850 WEBSTER STREET, PALO ALTO, CA, 94301

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 180

- **Total Assets:** $7.0M

## 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|180|$7.0M|$204,925|$633,028|

| 2023|168|$6.6M|$393,269|$575,165|

| 2022|169|$5.2M|$334,619|$538,125|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|Recordkeeper|$32,550|—|$32,550|

| GLOBAL RETIREMENT PARTNERS LLC|Investment Advisor|$18,792|—|$18,792|

| EMPOWER ADVISORY GROUP, LLC|Investment Advisor|$9,631|—|$9,631|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $60,973

- **Estimated Expense Ratio:** 0.873% 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|$60,973|$28,423|—|—|—|

| 2023|$48,740|$22,513|—|—|—|

| 2022|$44,442|$19,848|$24,594|—|—|

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