Plan Snapshot
- Plan Sponsor: Concern-Professional Services For Children, Youth And Families
- Sponsor EIN: 232052170
- Sponsor Address: 1 WEST MAIN STREET, FLEETWOOD, PA, 19522
- Plan Type: 401(k)
- Total Participants: 369
- Total Assets: $12.2M
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 | 369 | $12.2M | $488,548 | $579,784 |
| 2023 | 343 | $10.6M | $497,658 | $552,886 |
| 2022 | 440 | $9.4M | $393,838 | $476,328 |
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 |
|---|---|---|---|---|
| WITHUM, SMITH & BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM, SMITH & BROWN — Auditor
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 | $66,512 | $27,048 | $39,464 | — | — |
| 2023 | $58,157 | $24,564 | $33,593 | — | — |
| 2022 | $59,485 | $24,989 | $31,574 | — | — |