Plan Snapshot
- Plan Sponsor: Citizens For Citizens, INC.
- Sponsor EIN: 046134724
- Sponsor Address: 264 GRIFFIN ST, FALL RIVER, MA, 027242702
- Plan Type: 403(b)
- Total Participants: 245
- Total Assets: $11.5M
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 | 245 | $11.5M | $380,433 | $548,288 |
| 2023 | 236 | $10.9M | $326,563 | $456,194 |
| 2022 | 209 | $10.0M | $279,406 | $384,424 |
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 |
|---|---|---|---|---|
| DANIEL DENNIS & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANIEL DENNIS & COMPANY 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 | $48,340 | — | $48,340 | — | — |
| 2023 | $44,635 | — | $44,635 | — | — |
| 2022 | $45,782 | — | $45,782 | — | — |