Plan Snapshot
- Plan Sponsor: Community Residences, INC.
- Sponsor EIN: 541004092
- Sponsor Address: 14160 NEWBROOK DRIVE, CHANTILLY, VA, 20151
- Plan Type: 403(b)
- Total Participants: 447
- Total Assets: $16.7M
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 | 447 | $16.7M | $154,998 | $1.1M |
| 2023 | 454 | $14.6M | $187,061 | $1.1M |
| 2022 | 476 | $12.3M | $161,836 | $902,420 |
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 |
|---|---|---|---|---|
| WALKER HEALTHCARE SERVS GROUP CPAS | Auditor | — | — | $0 |
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 | $47,614 | — | — | — | — |
| 2023 | $44,247 | — | $44,247 | — | — |
| 2022 | $41,008 | — | $41,008 | — | — |