Plan Snapshot
- Plan Sponsor: Children'S Home Society Of West Virginia
- Sponsor EIN: 550360199
- Sponsor Address: 1422 KANAWHA BOULEVARD, EAST, CHARLESTON, WV, 25330
- Plan Type: 403(b)
- Total Participants: 394
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 394 | $1.7M | $0 | $68,857 |
| 2023 | 420 | $1.7M | $0 | $75,889 |
| 2022 | 392 | $1.6M | $0 | $82,376 |
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 |
|---|---|---|---|---|
| HERMAN & CORMANY CPAS A.C. | 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 | $4,318 | — | $704 | — | — |
| 2023 | $2,518 | — | $685 | — | — |
| 2022 | $2,622 | $1,777 | $845 | — | — |