Plan Snapshot
- Plan Sponsor: Community Realty Management, INC.
- Sponsor EIN: 222047188
- Sponsor Address: 2081 E. HIGH STREET, SUITE 200, SANATOGA, PA, 19464
- Plan Type: 401(k)
- Total Participants: 262
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 262 | $8.1M | $497,084 | $266,709 |
| 2023 | 281 | $7.4M | $544,550 | $241,908 |
| 2022 | 312 | $6.6M | $510,664 | $287,965 |
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 |
|---|---|---|---|---|
| MCKONLY & ASBURY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCKONLY & ASBURY — 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 | $68,310 | $15,726 | $52,584 | — | — |
| 2023 | $63,280 | $13,868 | $49,412 | — | — |
| 2022 | $56,316 | — | — | — | $56,316 |