Plan Snapshot
- Plan Sponsor: The Clinic For Special Children, INC.
- Sponsor EIN: 232555373
- Sponsor Address: PO BOX 500, INTERCOURSE, PA, 17534
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 29
- Total Assets: $69,526
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 29 | $69,526 | $574,448 | $0 |
| 2023 | 29 | $24,669 | $450,021 | $0 |
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 |
|---|---|---|---|---|
| ENGLE-HAMBRIGHT & DAVIES, INC. (EHD | Investment Advisor | $12,024 | — | $12,024 |
| THE BENECON GROUP | Investment Advisor | $10,851 | — | $10,851 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,875
- Estimated Expense Ratio: 32.901% 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 | $676,445 | — | — | — | — |
| 2023 | $506,717 | — | — | — | — |