Plan Snapshot
- Plan Sponsor: Community Senior Life
- Sponsor EIN: 631001785
- Sponsor Address: 25819 CANAL ROAD, ORANGE BEACH, AL, 36561
- Plan Type: 403(b)
- Total Participants: 225
- Total Assets: $1.5M
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 | 225 | $1.5M | $89,245 | $100,202 |
| 2023 | 219 | $1.3M | $77,722 | $81,134 |
| 2022 | 199 | $1.2M | $85,894 | $65,003 |
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 |
|---|---|---|---|---|
| CARR RIGGS & INGRAM LLC | 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 | $24,940 | $6,780 | $18,160 | — | — |
| 2023 | $23,492 | $5,860 | $17,632 | — | — |
| 2022 | $22,508 | $4,300 | $16,832 | — | $1,376 |