# St. Charles Youth & Family Services, INC. 403(b) Plan
Source: https://planprovider.pro/companies/st-charles-youth-family-services-inc-plan-001

> St. Charles Youth & Family Services, INC.'s 403(b) plan: 204 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** St. Charles Youth & Family Services, INC.

- **Sponsor EIN:** 390914040

- **Sponsor Address:** 151 S 84TH STREET, MILWAUKEE, WI, 53214

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

- **Total Participants:** 204

- **Total Assets:** $3.1M

## 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|204|$3.1M|$0|$259,242|

| 2023|219|$2.7M|$0|$278,125|

| 2022|285|$2.3M|$0|$244,721|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|$13,886|—|$13,886|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $13,886

- **Estimated Expense Ratio:** 0.442% 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|$31,707|—|$16,511|$13,886|—|

| 2023|$43,024|—|$40,819|—|—|

| 2022|$17,035|—|—|—|—|

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