Plan Snapshot
- Plan Sponsor: Christian Family Services Management Corporation
- Sponsor EIN: 251840437
- Sponsor Address: 241 HIGH ST, NEW WILMINGTON, PA, 16142
- Plan Type: 401(k)
- Total Participants: 476
- Total Assets: $13.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 476 | $13.4M | $0 | $0 |
| 2024 | 516 | $12.3M | $0 | $0 |
| 2023 | 506 | $10.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| MAHER DUESSEL | Auditor | $8,594 | — | $8,594 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAHER DUESSEL — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,594
- Estimated Expense Ratio: 0.064% 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 | $15,055 | — | $6,461 | $8,594 | — |
| 2024 | $26,441 | $7,330 | $19,111 | — | — |
| 2023 | $34,528 | — | $26,528 | — | $8,000 |