Plan Snapshot
- Plan Sponsor: Child And Family Charities
- Sponsor EIN: 382118108
- Sponsor Address: 4287 FIVE OAKS DRIVE, LANSING, MI, 48911
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $4.1M
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 | 114 | $4.1M | $164,196 | $174,222 |
| 2023 | 107 | $3.2M | $141,171 | $191,977 |
| 2022 | 82 | $2.5M | $127,306 | $166,787 |
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 |
|---|---|---|---|---|
| YEO & YEO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YEO & YEO — Auditor
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 | $27,747 | $15,051 | $12,696 | — | — |
| 2023 | $26,760 | $11,731 | $15,029 | — | — |
| 2022 | $23,444 | — | $11,791 | — | $11,653 |