Plan Snapshot
- Plan Sponsor: Community Behavioral Health
- Sponsor EIN: 232766661
- Sponsor Address: 801 MARKET STREET, 7TH FLOOR, PHILADELPHIA, PA, 19107
- Plan Type: 403(b)
- Total Participants: 588
- Total Assets: $79.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 588 | $79.3M | $3.2M | $3.6M |
| 2023 | 596 | $68.3M | $2.9M | $3.4M |
| 2022 | 581 | $56.3M | $2.6M | $3.0M |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES — 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 | $195,120 | $14,188 | — | — | — |
| 2023 | $302,989 | $12,281 | — | — | — |
| 2022 | $345,608 | — | $344,747 | — | — |