# Community Research Foundation 403(b) Plan
Source: https://planprovider.pro/companies/community-research-foundation-403b-plan

> Community Research Foundation's 403(b) plan: 965 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Community Research Foundation

- **Sponsor EIN:** 953248148

- **Sponsor Address:** 1202 MORENA BLVD, SAN DIEGO, CA, 92110

- **Plan Type:** 403(b)

- **Total Participants:** 965

- **Total Assets:** $39.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|965|$39.3M|$0|$0|

| 2023|986|$32.9M|$0|$0|

## 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|

| HUTCHINSON & BLOODGOOD, LLP|Auditor|$19,800|—|$19,800|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HUTCHINSON & BLOODGOOD, LLP](https://planprovider.pro/provider/hutchinson-and-bloodgood-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $19,800

- **Estimated Expense Ratio:** 0.050% 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|$217,025|$58,063|—|$19,800|—|

| 2023|$181,599|$45,375|—|—|$19,800|

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