# The Center For Individual & Family Services 403(b) Plan
Source: https://planprovider.pro/companies/the-center-for-individual-family-services-403b-plan

> The Center For Individual & Family Services's 403(b) plan: 452 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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