# Christian Living Services 403(b) Plan
Source: https://planprovider.pro/companies/christian-living-services-403b-plan

> Christian Living Services's 403(b) plan: 1,488 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Christian Living Services

- **Sponsor EIN:** 381366927

- **Sponsor Address:** 2100 RAYBROOK ST SE, GRAND RAPIDS, MI, 495467759

- **Plan Type:** 403(b)

- **Total Participants:** 1,488

- **Total Assets:** $45.8M

## 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|1,488|$45.8M|$942,454|$3.2M|

| 2023|1,411|$39.7M|$889,861|$2.8M|

| 2022|1,369|$32.0M|$792,276|$2.6M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$175,711|—|$175,711|

| RAYMOND JAMES & ASSOCIATES, INC.|INVESTMENT ADVISORY|—|$65,931|$65,931|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RAYMOND JAMES & ASSOCIATES, INC.](https://planprovider.pro/provider/john-hancock) — INVESTMENT ADVISORY

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $241,642

- **Estimated Expense Ratio:** 0.527% 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|$175,711|—|$175,711|—|—|

| 2023|$160,572|—|$160,572|—|—|

| 2022|$149,770|—|$149,770|—|—|

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