Plan Snapshot
- Plan Sponsor: Children'S Home Society Of Wv, INC. Profit Sharing Plan
- Sponsor EIN: 550360199
- Sponsor Address: 1422 KANAWHA BLVD. EAST, CHARLESTON, WV, 253013002
- Plan Type: DC
- Total Participants: 264
- Total Assets: $7.1M
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 | 264 | $7.1M | $787,665 | $0 |
| 2023 | 258 | $6.1M | $790,992 | $0 |
| 2022 | 247 | $5.0M | $546,615 | $0 |
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 | 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 | $29,160 | $20,485 | $8,675 | — | — |
| 2023 | $73,971 | $48,441 | $11,805 | $13,725 | — |
| 2022 | $83,431 | $54,536 | $15,795 | — | $13,100 |