Plan Snapshot
- Plan Sponsor: Child Guidance Resource Centers
- Sponsor EIN: 231490061
- Sponsor Address: 2000 OLD WEST CHESTER PIKE, HAVERTOWN, PA, 190832418
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 277
- Total Assets: $14.2M
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 | 277 | $14.2M | $372,905 | $365,113 |
| 2023 | 349 | $15.1M | $681,408 | $463,523 |
| 2022 | 371 | $13.7M | $672,464 | $539,982 |
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 |
|---|---|---|---|---|
| NFP RETIREMENT INC. | Investment Advisor | $43,945 | $15 | $43,960 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $25,572 | — | $25,572 |
| NFP CORPORATE SERVICES (PA) INC. | Recordkeeper | $2,065 | $5,903 | $7,968 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,500
- Estimated Expense Ratio: 0.546% of plan assets
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 | $71,582 | $46,010 | $25,572 | — | — |
| 2023 | $67,136 | $41,422 | $25,714 | — | — |
| 2022 | $61,345 | $39,516 | $21,829 | — | — |