Plan Snapshot
- Plan Sponsor: Cuyahoga Valley Christian Academy
- Sponsor EIN: 341027005
- Sponsor Address: 4687 WYOGA LAKE ROAD, CUYAHOGA FALLS, OH, 44224
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $13.7M
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 | 199 | $13.7M | $353,476 | $639,327 |
| 2023 | 177 | $11.6M | $318,367 | $549,337 |
| 2022 | 134 | $9.7M | $254,471 | $452,580 |
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 |
|---|---|---|---|---|
| VALMARK ADVISERS INC. | Investment Advisor | $22,500 | — | $22,500 |
| CAPITAL GROUP RETIREMENT PLAN SERV | Recordkeeper | $11,955 | — | $11,955 |
| TRINITY PENSION CONSULTANTS, INC. | Recordkeeper | $5,689 | — | $5,689 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,144
- Estimated Expense Ratio: 0.293% 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 | $39,964 | — | $39,964 | — | — |
| 2023 | $39,499 | — | $39,499 | — | — |
| 2022 | $40,589 | — | $40,589 | — | — |