Plan Snapshot
- Plan Sponsor: Community Counselling Service Co., LLC
- Sponsor EIN: 900286107
- Sponsor Address: 527 MADISON AVENUE, NEW YORK, NY, 100224304
- Plan Type: 401(k)
- Total Participants: 592
- Total Assets: $86.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 592 | $86.3M | $2.1M | $6.5M |
| 2023 | 527 | $79.8M | $1.9M | $5.9M |
| 2022 | 503 | $64.8M | $1.8M | $5.4M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $145,579 | — | $145,579 |
| THE BENEFIT PRACTICE | Recordkeeper | $26,375 | $19,430 | $45,805 |
| KESTRA ADVISORY SERVICES, LLC | Investment Advisor | — | $45,000 | $45,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $236,384
- Estimated Expense Ratio: 0.274% 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 | $171,954 | — | $171,954 | — | — |
| 2023 | $146,044 | — | $146,044 | — | — |
| 2022 | $124,658 | — | $124,658 | — | — |