Plan Snapshot
- Plan Sponsor: Crossroads Lake County Adolescent Counseling
- Sponsor EIN: 341458441
- Sponsor Address: 8445 MUNSON RD., MENTOR, OH, 440602410
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 236
- Total Assets: $9.3M
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 | 236 | $9.3M | $335,378 | $633,268 |
| 2023 | 277 | $8.8M | $375,687 | $691,873 |
| 2022 | 299 | $7.5M | $416,101 | $729,153 |
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 | $74,026 | — | $74,026 |
| ZABARSKY & ASSOCIATES, LLC | Recordkeeper | $3,650 | $21,902 | $25,552 |
| GLOBAL RETIREMENT PARTNERS, LLC | Investment Advisor | — | $22,349 | $22,349 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,927
- Estimated Expense Ratio: 1.312% 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 | $77,676 | — | $77,676 | — | — |
| 2023 | $78,396 | — | $78,396 | — | — |
| 2022 | $61,414 | — | — | — | $61,414 |