Plan Snapshot
- Plan Sponsor: Community Partnership Charter School
- Sponsor EIN: 134120509
- Sponsor Address: 185 BROADWAY, BROOKLYN, NY, 11211
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 204 | $7.4M | $358,975 | $528,078 |
| 2023 | 188 | $5.7M | $258,121 | $436,317 |
| 2022 | 164 | $4.4M | $239,512 | $349,401 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INS ANNUITY CO | SERVICE PROVIDER | — | $6,473 | $6,473 |
| CITRIN COOPERMAN & COMPANY LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,473
- Estimated Expense Ratio: 0.088% 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 | $5,665 | — | $5,265 | — | — |
| 2023 | $3,580 | — | $3,580 | — | — |
| 2022 | $1,670 | — | — | — | $1,670 |