# Crossroads Lake County Adolescent Counseling 403(b) Plan
Source: https://planprovider.pro/companies/crossroads-lake-county-adolescent-counseling-341458441-001

> Crossroads Lake County Adolescent Counseling's 403(b) plan: 236 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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