Plan Snapshot
- Plan Sponsor: The Children'S Place At Home Safe, INC.
- Sponsor EIN: 591935485
- Sponsor Address: 2840 6TH AVENUE SOUTH, LAKE WORTH, FL, 334614729
- Plan Type: 403(b)
- Total Participants: 139
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 139 | $5.0M | $349,874 | $486,186 |
| 2023 | 144 | $4.1M | $255,015 | $448,840 |
| 2022 | 141 | $3.1M | $176,576 | $441,666 |
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 ADMINISTRATOR | $31,628 | — | $31,628 |
| SAGEVIEW ADVISORY GROUP, LLC | INVESTMENT ADVISORY | $22,524 | $7 | $22,531 |
| HOLYFIELD & THOMAS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP, LLC — INVESTMENT ADVISORY
- HOLYFIELD & THOMAS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,159
- Estimated Expense Ratio: 1.085% 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 | $54,156 | $22,527 | $31,629 | — | — |
| 2023 | $40,548 | $16,735 | $23,813 | — | — |
| 2022 | $37,152 | $15,506 | $21,646 | — | — |