Plan Snapshot
- Plan Sponsor: Southeast Christian Church Of Jefferson County, Kentucky, INC.
- Sponsor EIN: 610850307
- Sponsor Address: 920 BLANKENBAKER PKY, LOUISVILLE, KY, 402431845
- Plan Type: 401(k)
- Total Participants: 584
- Total Assets: $39.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2024 | 584 | $39.8M | $1.1M | $1.5M |
| 2023 | 402 | $35.6M | $931,613 | $1.3M |
| 2022 | 391 | $29.8M | $859,676 | $1.2M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT, LLP | Auditor | $10,700 | — | $10,700 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,700
- Estimated Expense Ratio: 0.027% 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 | $19,899 | $6,042 | $3,157 | $10,700 | — |
| 2023 | $17,496 | $1,573 | $5,623 | $10,300 | — |
| 2022 | $16,337 | $1,232 | $5,905 | — | $9,200 |