Plan Snapshot
- Plan Sponsor: Community Care Companions, INC.
- Sponsor EIN: 112802993
- Sponsor Address: 300 W. MAIN STREET, SMITHTOWN, NY, 11787
- Plan Type: DC
- Total Participants: 1,781
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 1,781 | $3.2M | $0 | $2.0M |
| 2023 | 1,629 | $1.5M | $0 | $1.3M |
| 2022 | 1,409 | $157,455 | $0 | $152,281 |
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 |
|---|---|---|---|---|
| CBIZ CPAS PC | 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 | $144,756 | $9,753 | — | — | — |
| 2023 | $88,870 | $2,352 | — | — | — |
| 2022 | $266 | — | — | — | — |