# The Christian & Missionary Alliance Foundation, INC. Dba Shell Point R 403(b) Plan
Source: https://planprovider.pro/companies/the-christian-missionary-alliance-foundation-inc-dba-shell-point-r-403b-plan

> The Christian & Missionary Alliance Foundation, INC. Dba Shell Point R's 403(b) plan: 1,075 participants, plan year 2024 financials, providers, and benchmark…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/cliftonlarsonallen-llp) — 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|—|—|

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