# Options For Community Living, INC. 403(b) Plan
Source: https://planprovider.pro/companies/options-for-community-living-inc-plan-001

> Options For Community Living, INC.'s 403(b) plan: 239 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Options For Community Living, INC.

- **Sponsor EIN:** 112612035

- **Sponsor Address:** 25 HOWARD PLACE, RONKONKOMA, NY, 117797206

- **Plan Type:** 403(b)

- **Total Participants:** 239

- **Total Assets:** $14.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|239|$14.4M|$437,739|$582,916|

| 2023|258|$13.5M|$433,640|$584,023|

| 2022|252|$11.4M|$462,226|$642,016|

## 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|

| BAKER TILLY US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## 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|

| 2024|$2,948|—|—|—|—|

| 2023|$2,142|—|—|—|—|

| 2022|$2,454|—|—|—|—|

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