Plan Snapshot
- Plan Sponsor: Child & Family Support Services, INC.
- Sponsor EIN: 770601535
- Sponsor Address: 10439 S 51ST STREET STE 100, PHOENIX, AZ, 85044
- Plan Type: 401(k)
- Total Participants: 265
- Total Assets: $9.5M
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 | 265 | $9.5M | $362,163 | $643,936 |
| 2023 | 251 | $9.1M | $348,056 | $632,605 |
| 2022 | 252 | $7.3M | $341,564 | $603,884 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $12,452 | $8,952 | $3,500 | — | — |
| 2023 | $1,183 | — | $1,183 | — | — |
| 2022 | $16,114 | — | $16,114 | — | — |