# Community Interactions, INC. 401(k) Plan
Source: https://planprovider.pro/companies/community-interactions-inc-231937692-001

> Community Interactions, INC.&#39;s 401(k) plan: 426 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Community Interactions, INC.

- **Sponsor EIN:** 231937692

- **Sponsor Address:** 740 SOUTH CHESTER ROAD, SWARTHMORE, PA, 19081

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

- **Plan Number:** 001

- **Total Participants:** 426

- **Total Assets:** $11.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|426|$11.4M|$301,102|$806,526|

| 2023|413|$10.1M|$296,664|$786,066|

| 2022|344|$8.2M|$253,769|$611,042|

## 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|

| INVESTNRETIRE, LLC|Other Service Provider|$33,136|—|$33,136|

| CBIZ INVESTMNET ADVISORY SERVICES|Investment Advisor|$30,498|—|$30,498|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $63,634

- **Estimated Expense Ratio:** 0.558% 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|$63,633|—|$63,633|—|—|

| 2023|$51,804|—|$51,804|—|—|

| 2022|$42,235|—|$42,235|—|—|

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