Plan Snapshot
- Plan Sponsor: Childserve INC
- Sponsor EIN: 421271420
- Sponsor Address: 5406 MERLE HAY RD, JOHNSTON, IA, 501311209
- Plan Type: 403(b)
- Total Participants: 1,558
- Total Assets: $40.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,558 | $40.9M | $1.0M | $3.0M |
| 2023 | 1,505 | $35.1M | $1.0M | $2.8M |
| 2022 | 1,464 | $29.1M | $936,828 | $2.5M |
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 |
|---|---|---|---|---|
| UHY LLP CERTIFIED PUBLIC ACCOUNTANT | Auditor | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP CERTIFIED PUBLIC ACCOUNTANT — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,000
- Estimated Expense Ratio: 0.012% 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 | $188,491 | — | $183,491 | $5,000 | — |
| 2023 | $148,836 | — | $148,836 | — | — |
| 2022 | $139,464 | — | $139,464 | — | — |