Plan Snapshot
- Plan Sponsor: Community Living Services, INC.
- Sponsor EIN: 450416774
- Sponsor Address: 1001 28TH STREET SOUTH, FARGO, ND, 58103
- Plan Type: 401(k)
- Total Participants: 256
- Total Assets: $17.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 256 | $17.8M | $214,680 | $651,440 |
| 2023 | 275 | $15.3M | $182,702 | $648,152 |
| 2022 | 213 | $14.8M | $527,474 | $561,846 |
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 |
|---|---|---|---|---|
| BRADY, MARTZ & ASSOCIATES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRADY, MARTZ & ASSOCIATES, P.C. — Auditor
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 | $26,064 | — | $450 | — | — |
| 2023 | $24,408 | — | $150 | — | — |
| 2022 | $43,471 | — | $43,471 | — | — |