Plan Snapshot
- Plan Sponsor: Child Care Resource & Referral, INC.
- Sponsor EIN: 410987753
- Sponsor Address: 126 WOODLAKE DRIVE SOUTH EAST, ROCHESTER, MN, 55904
- Plan Type: 403(b)
- Total Participants: 164
- Total Assets: $7.8M
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 | 164 | $7.8M | $359,790 | $379,596 |
| 2023 | 161 | $6.3M | $336,886 | $345,200 |
| 2022 | 165 | $5.0M | $301,145 | $320,425 |
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 |
|---|---|---|---|---|
| HAWKINS ASH CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAWKINS ASH CPA — 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 | $5,485 | — | — | — | — |
| 2023 | $49,199 | — | $49,199 | — | — |
| 2022 | $46,064 | — | $37,381 | — | $8,683 |