Plan Snapshot
- Plan Sponsor: Child And Family Services
- Sponsor EIN: 540674774
- Sponsor Address: 580 EAST MAIN STREET, SUITE 400, NORFOLK, VA, 23510
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 141 | $4.9M | $116,558 | $246,005 |
| 2023 | 144 | $4.2M | $129,284 | $213,401 |
| 2022 | 142 | $3.6M | $128,272 | $187,379 |
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 |
|---|---|---|---|---|
| WALL, EINHORN & CHERNITZER, P.C. | 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 | $2,323 | — | — | — | — |
| 2023 | $1,118 | — | — | — | — |
| 2022 | $1,773 | — | — | — | — |