Plan Snapshot
- Plan Sponsor: Community Workshop Training Center
- Sponsor EIN: 376057596
- Sponsor Address: 3215 N UNIVERSITY STREET, PEORIA, IL, 616041318
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 115 | $4.8M | $71,674 | $88,452 |
| 2023 | 109 | $4.3M | $70,995 | $83,993 |
| 2022 | 105 | $3.7M | $74,444 | $94,714 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | 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 | $284,312 | — | $2,152 | — | — |
| 2023 | $240,187 | — | $2,131 | — | — |
| 2022 | $2,161 | $1,671 | $490 | — | — |