# Community Alliance, INC. 401(k) Plan
Source: https://planprovider.pro/companies/community-alliance-inc-470637493-001

> Community Alliance, INC.&#39;s 401(k) plan: 235 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Community Alliance, INC.

- **Sponsor EIN:** 470637493

- **Sponsor Address:** 7150 ARBOR ST., OMAHA, NE, 68106

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 235

- **Total Assets:** $7.2M

## 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|235|$7.2M|$157,106|$501,965|

| 2023|236|$7.4M|$138,057|$498,178|

| 2022|209|$6.6M|$131,816|$466,267|

## 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|

| COMMONWEALTH FINANCIAL NETWORK|Investment Advisor|$25,892|—|$25,892|

### Verified Provider Profiles

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

- [COMMONWEALTH FINANCIAL NETWORK](https://planprovider.pro/provider/commonwealth-financial-network) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $25,892

- **Estimated Expense Ratio:** 0.362% 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|$75,818|$25,892|$9,170|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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