Plan Snapshot
- Plan Sponsor: The Center For Youth And Family Solutions
- Sponsor EIN: 453251182
- Sponsor Address: 2610 W RICHWOODS BLVD, PEORIA, IL, 61604
- Plan Type: 401(k)
- Total Participants: 503
- Total Assets: $14.1M
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 | 503 | $14.1M | $485,850 | $913,841 |
| 2023 | 460 | $13.1M | $443,336 | $822,390 |
| 2022 | 439 | $11.2M | $382,769 | $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 |
|---|---|---|---|---|
| MIDWESTERN SECURITIES TRADING CO | Investment Advisor | $49,660 | — | $49,660 |
| EMPOWER ANNUITY INSURANCE CO OF AM | Recordkeeper | $9,825 | — | $9,825 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,485
- Estimated Expense Ratio: 0.422% 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 | $64,264 | — | — | — | — |
| 2023 | $85,773 | — | — | — | — |
| 2022 | $73,045 | — | — | — | $73,045 |