Plan Snapshot
- Plan Sponsor: Christian Community Homes And Services, INC.
- Sponsor EIN: 391801003
- Sponsor Address: 1320 WISCONSIN STREET, HUDSON, WI, 54016
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 297
- Total Assets: $5.9M
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. |
|---|---|---|---|---|
| 2025 | 297 | $5.9M | $0 | $0 |
| 2024 | 213 | $5.1M | $223,142 | $435,894 |
| 2023 | 216 | $4.3M | $201,133 | $390,144 |
| 2022 | 210 | $3.9M | $159,153 | $340,042 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $14,770 | — | $14,770 |
| CAMBRIDGE INVESTMENT GROUP | Investment Advisor | $8,696 | — | $8,696 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,466
- Estimated Expense Ratio: 0.397% 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 |
|---|---|---|---|---|---|
| 2025 | $829,018 | — | — | — | — |
| 2024 | $38,023 | — | — | — | — |
| 2023 | $25,051 | — | — | — | — |
| 2022 | $14,169 | — | $14,169 | — | — |