# Charles E. Smith Life Communities 403(b) Plan
Source: https://planprovider.pro/companies/charles-e-smith-life-communities-403b-plan

> Charles E. Smith Life Communities's 403(b) plan: 809 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Charles E. Smith Life Communities

- **Sponsor EIN:** 530196508

- **Sponsor Address:** 6121 MONTROSE RD., ROCKVILLE, MD, 20852

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

- **Total Participants:** 809

- **Total Assets:** $15.4M

## 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|809|$15.4M|$0|$1.6M|

| 2023|814|$14.9M|$0|$1.5M|

| 2022|802|$12.9M|$0|$1.4M|

## 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|

| VALIC RETIREMENT SERVICES COMPANY|NONE|$102,279|—|$102,279|

| SCHIAVI, WALLACE AND ROWE, PC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $102,279

- **Estimated Expense Ratio:** 0.665% 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|$102,279|—|$102,279|—|—|

| 2023|$82,063|—|$82,063|—|—|

| 2022|$67,204|—|$67,204|—|—|

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