Plan Snapshot
- Plan Sponsor: Community Services For Autistic Adults And Children
- Sponsor EIN: 521263443
- Sponsor Address: 8615 EAST VILLAGE AVE, MONTGOMERY, MD, 208864316
- Plan Type: 403(b)
- Total Participants: 839
- Total Assets: $11.5M
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 | 839 | $11.5M | $540,349 | $1.1M |
| 2023 | 677 | $10.4M | $468,908 | $1.0M |
| 2022 | 336 | $9.3M | $442,653 | $969,517 |
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 |
|---|---|---|---|---|
| KEITH LINDAHL CPA, PLLC | 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 | $41,187 | $22,185 | $19,002 | — | — |
| 2023 | $18,652 | $6,550 | $12,102 | — | — |
| 2022 | $24,275 | — | $24,275 | — | — |