Plan Snapshot
- Plan Sponsor: Christian Herald Association, INC.
- Sponsor EIN: 131617086
- Sponsor Address: 90 LAFAYETTE STREET, NEW YORK, NY, 10013
- Plan Type: 403(b)
- Total Participants: 125
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 125 | $7.9M | $301,012 | $365,365 |
| 2023 | 128 | $6.8M | $316,237 | $456,487 |
| 2022 | 151 | $6.0M | $307,008 | $503,682 |
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 |
|---|---|---|---|---|
| CAPIN CROUSE LLC | 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 | $42,074 | — | $42,074 | — | — |
| 2023 | $37,514 | — | $37,514 | — | — |
| 2022 | $36,704 | — | $36,704 | — | — |