Plan Snapshot
- Plan Sponsor: Christian Benevolent Outreach,
- Sponsor EIN: 510178917
- Sponsor Address: 3775 BELLEAU WOOD DR, LEXINGTON, KY, 405171804
- Plan Type: 401(k)
- Total Participants: 282
- Total Assets: $2.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 282 | $2.4M | $48,400 | $183,197 |
| 2023 | 355 | $2.2M | $33,830 | $122,738 |
| 2022 | 305 | $1.9M | $28,073 | $108,856 |
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 |
|---|---|---|---|---|
| DEMING, MALONE, LIVESAY & OSTROFF | 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 | $902 | — | — | — | — |
| 2023 | $326 | — | — | — | — |
| 2022 | $632 | — | — | — | — |