Plan Snapshot
- Plan Sponsor: The Coordinating Center For Home & Community Care, INC.
- Sponsor EIN: 521318341
- Sponsor Address: 8531 VETERANS HWY, MILLERSVILLE, MD, 21108
- Plan Type: 403(b)
- Total Participants: 289
- Total Assets: $21.4M
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. |
|---|---|---|---|---|
| 2024 | 289 | $21.4M | $337,382 | $1.1M |
| 2023 | 287 | $18.8M | $353,356 | $1.1M |
| 2022 | 293 | $15.7M | $345,312 | $1.1M |
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 |
|---|---|---|---|---|
| CLARK & ANDERSON | Auditor | $43,221 | — | $43,221 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,221
- Estimated Expense Ratio: 0.202% 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 | $115,111 | $29,996 | $41,894 | $43,221 | — |
| 2023 | $65,444 | $29,999 | $35,445 | — | — |
| 2022 | $107,554 | $30,634 | $40,803 | — | — |