Plan Snapshot
- Plan Sponsor: Chartiers Community Mental Health And Retardation Cetner, INC.
- Sponsor EIN: 251203882
- Sponsor Address: 437 RAILROAD STREET, BRIDGEVILLE, PA, 15017
- Plan Type: 403(b)
- Total Participants: 98
- Total Assets: $8.0M
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 | 98 | $8.0M | $223,351 | $272,273 |
| 2023 | 131 | $7.0M | $179,196 | $252,534 |
| 2022 | 121 | $6.1M | $154,572 | $217,737 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $43,732 | — | $43,732 |
| KESTRA ADVISORY SERVICES, LLC | ADVISORY | $18,947 | — | $18,947 |
| MAHER DUESSEL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- KESTRA ADVISORY SERVICES, LLC — ADVISORY
- MAHER DUESSEL — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,679
- Estimated Expense Ratio: 0.784% 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 | $62,793 | $18,947 | $43,846 | — | — |
| 2023 | $56,283 | $13,153 | $43,130 | — | — |
| 2022 | $60,761 | $13,714 | $47,047 | — | — |