Plan Snapshot
- Plan Sponsor: The Center For Individual & Family Services
- Sponsor EIN: 341190641
- Sponsor Address: 741 SCHOLL ROAD, MANSFIELD, OH, 44907
- Plan Type: 403(b)
- Total Participants: 452
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 452 | $7.1M | $178,745 | $324,989 |
| 2023 | 387 | $6.4M | $184,096 | $326,169 |
| 2022 | 418 | $5.6M | $180,639 | $324,193 |
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 |
|---|---|---|---|---|
| KLESHINSKI MORRISON & MORRIS KLESHI | Auditor | — | — | $0 |
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 | $43,310 | $11,962 | $8,053 | — | — |
| 2023 | $30,522 | $18,395 | $6,300 | — | — |
| 2022 | $35,109 | $18,012 | $17,097 | — | — |