# Community Services For Autistic Adults And Children 403(b) Plan
Source: https://planprovider.pro/companies/community-services-for-autistic-adults-and-403b-plan

> Community Services For Autistic Adults And Children's 403(b) plan: 839 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| COMMONWEALTH FINANCIAL NETWORK|INVESTMENT ADVISORY|$22,185|—|$22,185|

| ONEAMERICA RETIREMENT SERVICES|RECORDKEEPER|$18,830|—|$18,830|

| KEITH LINDAHL CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [COMMONWEALTH FINANCIAL NETWORK](https://planprovider.pro/provider/commonwealth-financial-network) — INVESTMENT ADVISORY

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $41,015

- **Estimated Expense Ratio:** 0.358% 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|$41,187|$22,185|$19,002|—|—|

| 2023|$18,652|$6,550|$12,102|—|—|

| 2022|$24,275|—|$24,275|—|—|

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