Plan Snapshot
- Plan Sponsor: Community Change
- Sponsor EIN: 520888113
- Sponsor Address: PO BOX 5685, FREDERICKSBURG, VA, 22403
- Plan Type: DC
- Total Participants: 103
- Total Assets: $18.1M
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 | 103 | $18.1M | $1.2M | $1.2M |
| 2023 | 126 | $15.7M | $1.2M | $1.3M |
| 2022 | 122 | $11.9M | $982,261 | $1.1M |
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 |
|---|---|---|---|---|
| GELMAN, ROSENBERG & FREEDMAN, 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 | $52,909 | $33,894 | $19,015 | — | — |
| 2023 | $43,910 | $25,572 | $18,338 | — | — |
| 2022 | $40,374 | $22,682 | $17,692 | — | — |