Plan Snapshot
- Plan Sponsor: Community First Fund
- Sponsor EIN: 232689714
- Sponsor Address: 51 SOUTH DUKE STREET, LANCASTER, PA, 17602
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 62
- Total Assets: $275,176
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 62 | $275,176 | $1.3M | $169,557 |
| 2023 | 64 | $129,082 | $1.1M | $155,525 |
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 |
|---|---|---|---|---|
| E. K. MCCONKEY & CO., INC. | Investment Advisor | $23,670 | — | $23,670 |
| THE BENECON GROUP | Investment Advisor | $22,776 | — | $22,776 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,446
- Estimated Expense Ratio: 16.879% 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 | $1,459,846 | — | — | — | — |
| 2023 | $1,214,478 | — | — | — | — |