# Chartiers Community Mental Health And Retardation Cetner, INC. 403(b) Plan
Source: https://planprovider.pro/companies/chartiers-community-mental-health-and-retardation-center-inc-403b-plan

> Chartiers Community Mental Health And Retardation Cetner, INC.'s 403(b) plan: 98 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [KESTRA ADVISORY SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — ADVISORY

- [MAHER DUESSEL](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/chartiers-community-mental-health-and-retardation-center-inc-403b-plan)

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