Plan Snapshot
- Plan Sponsor: Community Legal Services, INC
- Sponsor EIN: 231671562
- Sponsor Address: 1424 CHESTNUT ST, PHILADELPHIA, PA, 191022556
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 302
- Total Assets: $32.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 302 | $32.6M | $0 | $0 |
| 2024 | 230 | $31.9M | $541,365 | $1.2M |
| 2023 | 216 | $27.5M | $473,075 | $1.1M |
| 2022 | 219 | $24.1M | $408,590 | $943,242 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | Other Service Provider | $29,101 | — | $29,101 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,101
- Estimated Expense Ratio: 0.089% 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 |
|---|---|---|---|---|---|
| 2025 | $5,609,666 | — | $37,443 | $430 | — |
| 2024 | $24,630 | — | $24,334 | $296 | — |
| 2023 | $349 | — | $349 | — | — |
| 2022 | $132 | — | $132 | — | — |