Plan Snapshot
- Plan Sponsor: The Christian & Missionary Alliance Foundation, INC. Dba Shell Point R
- Sponsor EIN: 591166437
- Sponsor Address: 14200 WOODSONG LANE, FORT MYERS, FL, 33908
- Plan Type: 403(b)
- Total Participants: 1,075
- Total Assets: $47.4M
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 | 1,075 | $47.4M | $1.4M | $3.5M |
| 2023 | 1,104 | $42.5M | $1.3M | $3.4M |
| 2022 | 1,104 | $38.2M | $1.6M | $3.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $84,583 | — | $84,583 |
| KESTRA ADVISORY SERVICES LLC | INVESTMENT ADVISOR | $47,827 | — | $47,827 |
| LARSON ALLEN LLP | AUDITOR | $13,391 | — | $13,391 |
| CLIFTON LARSON ALLEN | Auditor | $13,391 | — | $13,391 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $13,230 | — | $13,230 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $172,422
- Estimated Expense Ratio: 0.364% 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 | $159,031 | $61,057 | — | $13,391 | — |
| 2023 | $127,846 | $52,664 | — | $3,675 | — |
| 2022 | $117,373 | — | $117,373 | — | — |