Plan Snapshot
- Plan Sponsor: Christian Schools International
- Sponsor EIN: 381565440
- Sponsor Address: 99 MONROE AVENUE, NW SUITE 200, GRAND RAPIDS, MI, 49503
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 1,645
- Total Assets: $39.5M
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 | 1,645 | $39.5M | $2.3M | $4.7M |
| 2023 | 1,530 | $30.4M | $2.1M | $4.6M |
| 2022 | 1,361 | $21.2M | $1.9M | $4.1M |
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 |
|---|---|---|---|---|
| TIAA TEACHERS INSURANCE AND ANNUITY | Recordkeeper | $176,735 | — | $176,735 |
| TAG RESOURCES, LLC | Other Service Provider | $140,454 | — | $140,454 |
| CBIZ INVESTMENT ADVISORY SERVICES | Other Service Provider | $41,933 | — | $41,933 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA TEACHERS INSURANCE AND ANNUITY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $359,122
- Estimated Expense Ratio: 0.910% 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 | $359,093 | — | $359,093 | — | — |
| 2023 | $313,931 | — | $313,931 | — | — |
| 2022 | $272,220 | — | — | — | — |