Plan Snapshot
- Plan Sponsor: Community Senior Services, INC.
- Sponsor EIN: 596161532
- Sponsor Address: 4250 LAKESIDE DRIVE, SUITE 300, JACKSONVILLE, FL, 32210
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 100
- Total Assets: $4.1M
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. |
|---|---|---|---|---|
| 2025 | 100 | $4.1M | $0 | $0 |
| 2024 | 59 | $3.6M | $284,161 | $73,181 |
| 2023 | 51 | $3.1M | $264,294 | $69,344 |
| 2022 | 54 | $5.0M | $121,994 | $175,693 |
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 |
|---|---|---|---|---|
| BATES & COMPANY, INC. | Other Service Provider | $14,815 | $1,833 | $16,648 |
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $14,318 | — | $14,318 |
| ALLIANCEBERNSTINE LP | Investment Advisor | $10,740 | — | $10,740 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,706
- Estimated Expense Ratio: 1.007% 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 | $307,011 | — | $10,448 | — | — |
| 2024 | $24,971 | — | — | — | — |
| 2023 | $21,654 | — | — | — | — |
| 2022 | $37,169 | $16,300 | $20,869 | — | — |