Plan Snapshot
- Plan Sponsor: Communities In Schools Of Eastern Pennsylvania, INC.
- Sponsor EIN: 232222874
- Sponsor Address: 739 NORTH 12TH STREET, ALLENTOWN, PA, 18102
- Plan Type: 401(k)
- Total Participants: 82
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 82 | $1.8M | $112,847 | $226,232 |
| 2023 | 78 | $1.4M | $114,495 | $193,982 |
| 2022 | 124 | $970,826 | $133,215 | $172,572 |
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 |
|---|---|---|---|---|
| GBB & COMPANY | Auditor | — | — | $0 |
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 | $1,574 | — | $1,574 | — | — |
| 2023 | $581 | — | $581 | — | — |
| 2022 | — | — | — | — | — |