Plan Snapshot
- Plan Sponsor: St. Charles Youth & Family Services, INC.
- Sponsor EIN: 390914040
- Sponsor Address: 151 S 84TH STREET, MILWAUKEE, WI, 53214
- Plan Type: DC
- Total Participants: 113
- Total Assets: $7.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 113 | $7.8M | $520,443 | $0 |
| 2023 | 120 | $7.2M | $452,584 | $0 |
| 2022 | 144 | $6.0M | $510,537 | $0 |
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 | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $55,794 | — | — | — | — |
| 2023 | $93,813 | — | $35,722 | — | — |
| 2022 | $36,720 | — | — | — | — |