Plan Snapshot
- Plan Sponsor: Chester Community Charter School
- Sponsor EIN: 223557096
- Sponsor Address: 214 EAST 5TH STREET, CHESTER, PA, 19013
- Plan Type: 401(k)
- Total Participants: 450
- Total Assets: $11.1M
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. |
|---|---|---|---|---|
| 2024 | 450 | $11.1M | $367,652 | $754,307 |
| 2023 | 447 | $9.9M | $422,644 | $782,297 |
| 2022 | 490 | $7.8M | $407,883 | $806,032 |
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 |
|---|---|---|---|---|
| PCS RETIREMENT, LLC | NONE | $38,913 | — | $38,913 |
| INR ADVISORS | NONE | $34,242 | — | $34,242 |
| STEPHANO SLACK LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PCS RETIREMENT, LLC — NONE
- STEPHANO SLACK LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,155
- Estimated Expense Ratio: 0.657% 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 | $73,155 | $34,242 | $38,913 | — | — |
| 2023 | $71,031 | $28,139 | $42,892 | — | — |
| 2022 | $58,344 | — | $58,344 | — | — |