Plan Snapshot
- Plan Sponsor: Creative World Of Child Care In
- Sponsor EIN: 310858111
- Sponsor Address: 7677 PARAGON RD SUITE D, DAYTON, OH, 45459
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $3.3M
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 | 106 | $3.3M | $90,368 | $189,158 |
| 2023 | 84 | $2.6M | $89,334 | $176,336 |
| 2022 | 49 | $2.0M | $87,229 | $160,135 |
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 |
|---|---|---|---|---|
| DUVALL AND ASSOCIATES | 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 | $7,778 | $6,933 | — | — | — |
| 2023 | $6,128 | $5,391 | — | — | — |
| 2022 | $5,549 | — | — | — | — |