Plan Snapshot
- Plan Sponsor: Children First, INC.
- Sponsor EIN: 590968249
- Sponsor Address: 1723 N. ORANGE AVENUE, SARASOTA, FL, 34234
- Plan Type: 403(b)
- Total Participants: 191
- Total Assets: $9.5M
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 | 191 | $9.5M | $497,941 | $347,105 |
| 2023 | 162 | $8.2M | $457,652 | $264,387 |
| 2022 | 173 | $6.7M | $435,713 | $238,311 |
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 |
|---|---|---|---|---|
| PDR CPAS + ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PDR CPAS + ADVISORS — 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 | $25,683 | — | $25,683 | — | — |
| 2023 | $880 | — | $880 | — | — |
| 2022 | $340 | — | — | — | — |