# Community Alternatives Unlimited 401(k) Plan
Source: https://planprovider.pro/companies/community-alternatives-unlimited-363059568-002

> Community Alternatives Unlimited's 401(k) plan: 152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Community Alternatives Unlimited

- **Sponsor EIN:** 363059568

- **Sponsor Address:** 8765 W. HIGGINS ROAD, CHICAGO, IL, 60631

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

- **Plan Number:** 002

- **Total Participants:** 152

- **Total Assets:** $23.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|152|$23.5M|$570,100|$541,069|

| 2023|135|$19.9M|$535,258|$463,247|

| 2022|128|$16.8M|$1.2M|$482,510|

## 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|

| UBS FINANCIAL SERVICES INC.|Investment Advisor|$25,000|—|$25,000|

| NEWPORT GROUP, INC.|Other Service Provider|$24,211|—|$24,211|

| CHERRY BEKAERT LLP.|Other Service Provider|$14,700|—|$14,700|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES INC.](https://planprovider.pro/provider/ubs-financial-services-inc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $63,911

- **Estimated Expense Ratio:** 0.272% 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|$63,911|$25,000|$24,211|$14,700|—|

| 2023|$59,110|$25,000|$24,110|$10,000|—|

| 2022|$43,886|$24,027|$19,859|—|—|

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