Plan Snapshot
- Plan Sponsor: The Children'S Institute Parent Company
- Sponsor EIN: 872677614
- Sponsor Address: 1405 SHADY AVENUE, PITTSBURGH, PA, 15217
- Plan Type: 403(b)
- Total Participants: 430
- Total Assets: $29.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 430 | $29.1M | $636,905 | $1.3M |
| 2023 | 415 | $27.2M | $555,177 | $1.0M |
| 2022 | 371 | $23.4M | $475,563 | $899,757 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMIN | $29,171 | — | $29,171 |
| DB ROOT & COMPANY, LLC | INVESTMENT ADVISORY | $7,000 | $21,000 | $28,000 |
| METRO BENEFITS, INC. | CONTRACT ADMIN. | $9,047 | $10,655 | $19,702 |
| SCHNEIDER DOWNS INC. | ACCOUNTANT | — | $14,413 | $14,413 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHNEIDER DOWNS INC. — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,286
- Estimated Expense Ratio: 0.314% 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 | $45,219 | — | $45,219 | — | — |
| 2023 | $100,967 | — | $100,967 | — | — |
| 2022 | $97,755 | — | $83,600 | — | $14,155 |