Plan Snapshot
- Plan Sponsor: Christian Social Services Of I
- Sponsor EIN: 370661500
- Sponsor Address: 8601 W MAIN ST STE 201, BELLEVILLE, IL, 622231719
- Plan Type: 401(k)
- Total Participants: 567
- Total Assets: $10.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 567 | $10.7M | $440,022 | $712,485 |
| 2023 | 614 | $9.6M | $400,061 | $634,118 |
| 2022 | 628 | $7.8M | $224,661 | $517,879 |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | Recordkeeper | $7,715 | — | $7,715 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,715
- Estimated Expense Ratio: 0.072% 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 | $7,759 | — | — | — | — |
| 2023 | $2,308 | — | — | — | — |
| 2022 | $2,477 | — | — | — | — |