Plan Snapshot
- Plan Sponsor: Community Integrated Services
- Sponsor EIN: 232648381
- Sponsor Address: 441 N 5TH ST STE 101, PHILADELPHIA, PA, 191234009
- Plan Type: 401(k)
- Total Participants: 274
- Total Assets: $3.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 274 | $3.7M | $86,052 | $448,271 |
| 2023 | 299 | $3.1M | $73,340 | $404,103 |
| 2022 | 261 | $2.4M | $65,081 | $366,463 |
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 |
|---|---|---|---|---|
| LOPEZ TEODOSIO & LARKIN, LLC | Auditor | $13,225 | — | $13,225 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,225
- Estimated Expense Ratio: 0.356% 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 | $31,608 | — | $18,383 | $13,225 | — |
| 2023 | $12,589 | $5,066 | $7,523 | — | — |
| 2022 | $1,249 | — | — | — | — |