Plan Snapshot
- Plan Sponsor: Continuing Health Care Solutions, INC.
- Sponsor EIN: 453307377
- Sponsor Address: 2875 CENTER RD., BRUNSWICK, OH, 44212
- Plan Type: 401(k)
- Total Participants: 1,013
- Total Assets: $7.2M
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 | 1,013 | $7.2M | $96,784 | $583,621 |
| 2023 | 924 | $6.2M | $65,441 | $471,115 |
| 2022 | 1,411 | $5.4M | $62,439 | $449,634 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES | INVESTMENT ADVISOR | $13,462 | — | $13,462 |
| TRINITY PENSION CONSULTANTS INC | CONTRACT ADMIN | $5,690 | — | $5,690 |
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,152
- Estimated Expense Ratio: 0.267% 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 | $13,200 | — | $13,200 | — | — |
| 2023 | $8,170 | — | $8,170 | — | — |
| 2022 | $12,793 | — | $12,793 | — | — |