Plan Snapshot
- Plan Sponsor: Community Services Group, INC.
- Sponsor EIN: 231934804
- Sponsor Address: P.O. BOX 597, MOUNTVILLE, PA, 17554
- Plan Type: 401(k)
- Total Participants: 1,108
- Total Assets: $53.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 1,108 | $53.6M | $1.5M | $2.3M |
| 2023 | 1,097 | $50.9M | $1.6M | $2.5M |
| 2022 | 1,161 | $43.1M | $1.7M | $2.7M |
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 |
|---|---|---|---|---|
| FULTON FINANCIAL ADVISORS | NONE | $216,449 | — | $216,449 |
| SIMON LEVER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIMON LEVER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $216,449
- Estimated Expense Ratio: 0.404% 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 | $212,784 | $140,455 | — | — | — |
| 2023 | $207,399 | $123,736 | — | — | — |
| 2022 | $195,372 | — | — | — | $195,372 |