# Community First Bank 401(k) Plan
Source: https://planprovider.pro/companies/community-first-bank-401k-plan-002-6540

> Community First Bank's 401(k) plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Community First Bank

- **Sponsor EIN:** 390176540

- **Sponsor Address:** 925 WISCONSIN AVENUE, BOSCOBEL, WI, 53805

- **Plan Type:** 401(k)

- **Total Participants:** 112

- **Total Assets:** $14.1M

## 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|112|$14.1M|$165,860|$635,070|

| 2023|113|$12.6M|$150,515|$579,643|

| 2022|107|$10.5M|$142,511|$556,288|

## 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|

| TRUST POINT INC|NONE|$59,506|—|$59,506|

| MBE CPAS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MBE CPAS, LLP](https://planprovider.pro/provider/mbe-cpas-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $59,506

- **Estimated Expense Ratio:** 0.421% 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|$59,506|$59,506|—|—|—|

| 2023|$54,849|$54,849|—|—|—|

| 2022|$50,514|—|—|—|$50,514|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/community-first-bank-401k-plan-002-6540)

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