Plan Snapshot
- Plan Sponsor: Community Living, INC
- Sponsor EIN: 521158064
- Sponsor Address: 620-B RESEARCH COURT, FREDERICK, MD, 217038619
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 198
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 198 | $5.8M | $368,743 | $448,518 |
| 2023 | 178 | $4.8M | $257,368 | $330,815 |
| 2022 | 183 | $4.2M | $152,212 | $287,955 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $4,945 | — | $4,945 | — | — |
| 2023 | $3,601 | — | $3,601 | — | — |
| 2022 | $5,072 | — | $5,072 | — | — |