# The Community Builders, INC. DC Plan
Source: https://planprovider.pro/companies/the-community-builders-inc-plan-002

> The Community Builders, INC.'s DC plan: 661 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** The Community Builders, INC.

- **Sponsor EIN:** 042324773

- **Sponsor Address:** 185 DARTMOUTH STREET, BOSTON, MA, 02116

- **Plan Type:** DC

- **Total Participants:** 661

- **Total Assets:** $38.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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.|

| 2023|661|$38.5M|$1.4M|$3.6M|

| 2022|628|$31.3M|$1.3M|$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|

| ONEAMERICA RETIREMENT SERVICES, LLC|NONE|$147,166|—|$147,166|

| MORGAN STANLEY GLOBAL BANKING OPS|NONE|$83,468|—|$83,468|

| COHNREZNICK LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [COHNREZNICK LLP](https://planprovider.pro/provider/goldman-sachs) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $230,634

- **Estimated Expense Ratio:** 0.599% 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|

| 2023|$118,265|$41,734|$2,948|—|—|

| 2022|$120,139|$25,000|$2,217|—|$92,922|

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