Plan Snapshot
- Plan Sponsor: Children'S Forum, INC.
- Sponsor EIN: 650165007
- Sponsor Address: 1650 SUMMIT LAKE DR., SUITE 210, TALLAHASSEE, FL, 32317
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 97 | $4.7M | $176,428 | $230,734 |
| 2023 | 124 | $3.6M | $140,497 | $188,976 |
| 2022 | 110 | $3.6M | $101,954 | $157,541 |
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 |
|---|---|---|---|---|
| CARR, RIGGS & INGRAM, LLC | 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 | $747 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |