Plan Snapshot
- Plan Sponsor: Depaul Community Resources
- Sponsor EIN: 541108079
- Sponsor Address: 5650 HOLLINS ROAD, ROANOKE, VA, 240195056
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 149 | $5.9M | $258,217 | $368,396 |
| 2023 | 148 | $5.4M | $235,400 | $310,867 |
| 2022 | 142 | $4.7M | $235,730 | $337,379 |
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 |
|---|---|---|---|---|
| FOTI, FLYNN, LOWEN & CO., P.C. | 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 |
|---|---|---|---|---|---|
| 2025 | $33,791 | $33,791 | — | — | — |
| 2024 | $69,756 | — | $69,756 | — | — |
| 2023 | $57,583 | — | $57,583 | — | — |
| 2022 | $53,587 | — | $53,587 | — | — |