Plan Snapshot
- Plan Sponsor: Christian Care Communities, INC.
- Sponsor EIN: 610445828
- Sponsor Address: 12710 TOWNEPARK WAY, LOUISVILLE, KY, 40243
- Plan Type: 401(k)
- Total Participants: 616
- Total Assets: $7.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 616 | $7.7M | $107,140 | $510,343 |
| 2023 | 713 | $7.6M | $103,343 | $535,446 |
| 2022 | 590 | $6.7M | $90,799 | $586,113 |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | Recordkeeper | $46,915 | — | $46,915 |
| PNC INSTITUTIONAL ASSET MANAGEMENT | Investment Advisor | $12,519 | — | $12,519 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,434
- Estimated Expense Ratio: 0.770% 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 | $102,637 | $34,120 | $68,517 | — | — |
| 2023 | $42,727 | — | $42,727 | — | — |
| 2022 | $49,897 | $4,063 | $44,813 | — | $1,021 |