# Crossroads Community Services Board 403(b) Plan
Source: https://planprovider.pro/companies/crossroads-community-services-board-540988560-002

> Crossroads Community Services Board's 403(b) plan: 179 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Crossroads Community Services Board

- **Sponsor EIN:** 540988560

- **Sponsor Address:** 60 BUSH RIVER DRIVE P.O. DRAWER 248, FARMVILLE, VA, 239010248

- **Plan Type:** 403(b)

- **Plan Number:** 002

- **Total Participants:** 179

- **Total Assets:** $6.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|179|$6.0M|$130,527|$222,386|

| 2023|176|$5.5M|$126,611|$195,671|

| 2022|195|$5.0M|$119,887|$195,596|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$37,063|—|$37,063|

| BENEFIT FIDUCIARY GROUP LLC|Investment Advisor|—|$14,630|$14,630|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $51,693

- **Estimated Expense Ratio:** 0.868% 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|$37,063|—|$37,063|—|—|

| 2023|$33,049|—|$33,049|—|—|

| 2022|$31,986|—|$31,986|—|—|

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