Plan Snapshot
- Plan Sponsor: Community Health Services, INC.
- Sponsor EIN: 060863942
- Sponsor Address: 500 ALBANY AVE., HARTFORD, CT, 06120
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $10.6M
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 | 161 | $10.6M | $320,698 | $630,058 |
| 2023 | 186 | $9.1M | $349,876 | $659,282 |
| 2022 | 175 | $7.5M | $349,107 | $672,793 |
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 |
|---|---|---|---|---|
| STAN CORP FINANCIAL GROUP | Recordkeeper | $32,540 | — | $32,540 |
| KESTRA ADVISORY SERVICES | Investment Advisor | $22,487 | — | $22,487 |
| PENSION CONSULTANT, INC | Recordkeeper | $6,824 | — | $6,824 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STAN CORP FINANCIAL GROUP — Recordkeeper
- KESTRA ADVISORY SERVICES — Investment Advisor
- PENSION CONSULTANT, INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,851
- Estimated Expense Ratio: 0.584% 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 | $61,851 | $22,487 | $32,540 | — | — |
| 2023 | $68,111 | $1,600 | $11,194 | — | — |
| 2022 | $69,218 | $7,480 | $19,649 | — | $42,089 |