Plan Snapshot
- Plan Sponsor: Community Senior Services, INC.
- Sponsor EIN: 596161532
- Sponsor Address: 4250 LAKESIDE DRIVE, SUITE 300, JACKSONVILLE, FL, 32210
- Plan Type: DC
- Total Participants: 59
- Total Assets: $3.6M
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 | 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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $10,401 | — | $10,401 |
| ALLIANCE BERNSTEIN LP | INVESTMENT ADVISOR | $9,229 | — | $9,229 |
| BATES & COMPANY, INC. | THIRD PARTY ADMINISTRATO | $7,291 | $1,593 | $8,884 |
| WATKINS, WARD AND STAFFORD, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WATKINS, WARD AND STAFFORD, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,514
- Estimated Expense Ratio: 0.790% 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 | $24,971 | — | — | — | — |
| 2023 | $21,654 | — | — | — | — |
| 2022 | $37,169 | $16,300 | $20,869 | — | — |