Plan Snapshot
- Plan Sponsor: Children & Families First Delaware, INC.
- Sponsor EIN: 510065731
- Sponsor Address: 555 JUSTISON STREET, WILMINGTON, DE, 19801
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 232
- Total Assets: $620,683
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 232 | $620,683 | $1.8M | $728,459 |
| 2023 | 229 | $703,308 | $1.8M | $668,069 |
| 2022 | 229 | $410,701 | $1.9M | $622,161 |
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 |
|---|---|---|---|---|
| HIGHMARK OF DE | Other Service Provider | $56,351 | — | $56,351 |
| THE BENECON GROUP, LLC | Investment Advisor | $35,182 | — | $35,182 |
| CONNECTCARE3 | Other Service Provider | $15,404 | — | $15,404 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,937
- Estimated Expense Ratio: 17.229% 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 | $106,937 | — | — | — | — |
| 2023 | $100,103 | — | — | — | — |
| 2022 | $213,739 | — | — | — | — |