Plan Snapshot
- Plan Sponsor: Kendal-Crosslands Communities
- Sponsor EIN: 231906212
- Sponsor Address: 1660 E STREET RD., KENNETT SQUARE, PA, 19348
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 830
- Total Assets: $38.1M
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 | 830 | $38.1M | $0 | $0 |
| 2024 | 778 | $33.4M | $1.5M | $1.7M |
| 2023 | 672 | $27.8M | $1.6M | $1.6M |
| 2022 | 559 | $20.3M | $770,721 | $897,929 |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | Recordkeeper | $131,702 | — | $131,702 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $131,702
- Estimated Expense Ratio: 0.346% 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 |
|---|---|---|---|---|---|
| 2025 | $3,278,061 | — | — | — | — |
| 2024 | $165,164 | $15,496 | — | — | — |
| 2023 | $133,754 | — | — | — | — |
| 2022 | $598,813 | — | — | — | — |