Plan Snapshot
- Plan Sponsor: Christian Living Communities
- Sponsor EIN: 455475166
- Sponsor Address: 9570 S. KINGSTON COURT, ENGLEWOOD, CO, 80112
- Plan Type: 403(b)
- Total Participants: 607
- Total Assets: $15.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 607 | $15.3M | $294,485 | $1.2M |
| 2023 | 654 | $13.4M | $243,464 | $1.1M |
| 2022 | 614 | $12.3M | $1.1M | $251,026 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
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 | $59,301 | $19,228 | $3,315 | — | — |
| 2023 | $84,356 | $31,743 | $52,613 | — | — |
| 2022 | $86,551 | $30,420 | $56,131 | — | — |