Plan Snapshot
- Plan Sponsor: Willow Brook Christian Services
- Sponsor EIN: 200996799
- Sponsor Address: 100 DELAWARE CROSSING WEST, DELAWARE, OH, 43015
- Plan Type: 401(k)
- Total Participants: 554
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 554 | $11.9M | $348,791 | $604,985 |
| 2023 | 529 | $10.8M | $345,280 | $620,553 |
| 2022 | 462 | $8.8M | $335,097 | $586,976 |
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 |
|---|---|---|---|---|
| NEW ALBANY CAPITAL PARTNERS, LLC | Other Service Provider | $26,197 | — | $26,197 |
| PENSERV PLAN SERVICES, INC. | Recordkeeper | $13,096 | — | $13,096 |
| MG TRUST COMPANY, LLC | Custodian / Trustee | $5,695 | — | $5,695 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,988
- Estimated Expense Ratio: 0.378% 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 | $44,988 | $26,197 | $13,096 | — | — |
| 2023 | $40,956 | $22,660 | $12,305 | — | — |
| 2022 | $38,082 | $24,251 | $13,831 | — | — |