# The Children'S Place At Home Safe, INC. 403(b) Plan
Source: https://planprovider.pro/companies/the-children-s-place-at-home-safe-inc-403b-plan

> The Children'S Place At Home Safe, INC.'s 403(b) plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISORY

- [HOLYFIELD & THOMAS, LLC](https://planprovider.pro/provider/holyfield-and-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|—|—|

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