# Community Options, INC. 403(b) Plan
Source: https://planprovider.pro/companies/community-options-inc-403b-plan

> Community Options, INC.'s 403(b) plan: 6,381 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — 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|

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