Plan Snapshot
- Plan Sponsor: Community Options, INC.
- Sponsor EIN: 222964056
- Sponsor Address: 16 FARBER ROAD, PRINCETON, NJ, 085405913
- Plan Type: 403(b)
- Total Participants: 6,381
- Total Assets: $31.1M
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 | 6,381 | $31.1M | $1.7M | $3.7M |
| 2023 | 5,846 | $25.5M | $1.5M | $3.4M |
| 2022 | 5,338 | $18.9M | $974,393 | $2.6M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $182,914 | — | $182,914 |
| NEWPORT CAPITAL GROUP | CONSULTANT | $97,772 | — | $97,772 |
| MERCADIEN P.C. CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $280,686
- Estimated Expense Ratio: 0.903% 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 | $281,583 | $97,772 | $183,811 | — | — |
| 2023 | $189,930 | $73,847 | $116,083 | — | — |
| 2022 | $148,182 | — | $83,472 | — | $64,710 |