Plan Snapshot
- Plan Sponsor: United Church Of Christ Homes
- Sponsor EIN: 231615155
- Sponsor Address: 30 NORTH 31ST STREET, CAMP HILL, PA, 17011
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 1,048
- Total Assets: $40.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 1,048 | $40.8M | $0 | $0 |
| 2024 | 755 | $37.1M | $2.3M | $1.2M |
| 2023 | 733 | $34.4M | $2.2M | $1.0M |
| 2022 | 711 | $30.1M | $2.3M | $1.0M |
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 |
|---|---|---|---|---|
| CONRAD SIEGEL INVESTMENT ADVISORS | Other Service Provider | $50,668 | — | $50,668 |
| CONRAD SIEGEL | Other Service Provider | $46,478 | — | $46,478 |
| CHARLES SCHWAB BANK | Other Service Provider | $18,237 | — | $18,237 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,383
- Estimated Expense Ratio: 0.283% 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 |
|---|---|---|---|---|---|
| 2025 | $5,795,068 | $50,668 | — | — | — |
| 2024 | $113,542 | $48,767 | — | — | — |
| 2023 | $104,576 | $44,329 | — | — | — |
| 2022 | $101,935 | $44,749 | — | — | $41,310 |