Plan Snapshot
- Plan Sponsor: Child & Family Services, INC.
- Sponsor EIN: 042104754
- Sponsor Address: 3057 ACUSHNET AVENUE, NEW BEDFORD, MA, 02745
- Plan Type: 401(k)
- Total Participants: 457
- Total Assets: $18.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 457 | $18.8M | $714,714 | $1.5M |
| 2023 | 497 | $17.6M | $674,300 | $1.4M |
| 2022 | 432 | $15.0M | $568,158 | $1.2M |
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 |
|---|---|---|---|---|
| AAFCPAS, INC. | 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 | $122,673 | $60,881 | — | — | — |
| 2023 | $110,086 | $59,599 | — | — | — |
| 2022 | $106,220 | $58,066 | $48,154 | — | — |