# Christian Retirement Services INC 403(b) Plan
Source: https://planprovider.pro/companies/christian-retirement-services-inc-420919489-001

> Christian Retirement Services INC's 403(b) plan: 351 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Christian Retirement Services INC

- **Sponsor EIN:** 420919489

- **Sponsor Address:** 1 OAKNOLL COURT, IOWA CITY, IA, 52246

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

- **Plan Number:** 001

- **Total Participants:** 351

- **Total Assets:** $12.1M

## 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|351|$12.1M|$406,918|$496,007|

| 2023|321|$11.6M|$422,256|$487,059|

| 2022|307|$9.5M|$404,478|$444,905|

## 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 CO OF AME|Recordkeeper|$30,616|—|$30,616|

| LPL FINANCIAL LLC|Investment Advisor|—|$28,693|$28,693|

| EMPOWER ADVISORY GROUP, L.L.C|Investment Advisor|$9,084|—|$9,084|

### Verified Provider Profiles

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

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $68,393

- **Estimated Expense Ratio:** 0.566% 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|$39,273|$39,273|—|—|—|

| 2023|$33,192|$33,192|—|—|—|

| 2022|$28,908|$28,908|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/christian-retirement-services-inc-420919489-001)

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