# Communities In Schools Charlotte Mecklenberg, INC. 403(b) Plan
Source: https://planprovider.pro/companies/communities-in-schools-charlotte-mecklenberg-inc-403b-plan

> Communities In Schools Charlotte Mecklenberg, INC.'s 403(b) plan: 116 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Communities In Schools Charlotte Mecklenberg, INC.

- **Sponsor EIN:** 581661795

- **Sponsor Address:** 601 EAST FIFTH STREET, SUITE 300, CHARLOTTE, NC, 28202

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

- **Total Participants:** 116

- **Total Assets:** $4.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|116|$4.9M|$0|$0|

| 2023|120|$4.4M|$0|$0|

## 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|

| MELISSA G. CRITCHER, CPA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MELISSA G. CRITCHER, CPA, P.C.](https://planprovider.pro/provider/melissa-g-critcher-cpa-pc) — 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|$5,691|$5,691|—|—|—|

| 2023|$4,544|$4,544|—|—|—|

## Similar Plans

- [Arendell Parrott Academy, INC.](https://planprovider.pro/companies/arendell-parrott-academy-inc-403b-plan) — 106 participants

- [Gaston Day School, INC.](https://planprovider.pro/companies/gaston-day-school-inc-plan) — 99 participants

- [Louisburg College](https://planprovider.pro/companies/louisburg-college-403b-plan) — 97 participants

- [The Center For International Education, INC.](https://planprovider.pro/companies/center-for-int-l-education-inc-401k-plan) — 97 participants

- [Duke School](https://planprovider.pro/companies/duke-school-401k-plan) — 135 participants

- [Saint Augustines University](https://planprovider.pro/companies/saint-augustines-university-plan) — 135 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/communities-in-schools-charlotte-mecklenberg-inc-403b-plan)

© 2026 PlanProvider.Pro