Plan Snapshot
- Plan Sponsor: Chestnut Ridge Counseling Services, INC.
- Sponsor EIN: 251196948
- Sponsor Address: 100 NEW SALEM ROAD, UNIONTOWN, PA, 15401
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $10.6M
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 | 243 | $10.6M | $293,407 | $456,076 |
| 2023 | 214 | $9.5M | $259,170 | $400,988 |
| 2022 | 199 | $8.1M | $235,186 | $320,997 |
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 |
|---|---|---|---|---|
| SMITH, LEWIS, CHESS & COMPANY, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $5,859 | — | $5,859 | — | — |
| 2023 | $4,835 | — | $4,835 | — | — |
| 2022 | $3,530 | — | $2,055 | — | $1,475 |