Plan Snapshot
- Plan Sponsor: Community Coordinated Care For Children, INC.
- Sponsor EIN: 591371754
- Sponsor Address: 3500 W. COLONIAL DRIVE, ORLAND, FL, 32808
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $11.0M
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 | 153 | $11.0M | $565,385 | $436,507 |
| 2023 | 210 | $11.4M | $583,581 | $430,806 |
| 2022 | 189 | $9.8M | $542,723 | $407,963 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $54,273 | — | $54,273 |
| KESTRA ADVISORY SERVICES, LLC | NONE | $23,068 | — | $23,068 |
| MOSS, KRUSICK & ASSOCIATES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- KESTRA ADVISORY SERVICES, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,341
- Estimated Expense Ratio: 0.701% 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 | $42,865 | $23,068 | $19,797 | — | — |
| 2023 | $42,046 | — | $42,046 | — | — |
| 2022 | $41,547 | — | $41,547 | — | — |