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Department of Labor filing

COMMUNITY SERVICE FOUNDATION, IN

COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN · For the plan year ended Jun 30, 2025

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Public filing 2024 · received Apr 9, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

47filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$1,063

Reported employer contributions per active participant.

Higher than about 30% of comparable plans
#People in the filing
223

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$19 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 85% of comparable plans
↗Investment performance
Not available

Plan assets changed 13.3%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202447out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions30th percentileTypical peer $1,873 · based on 503 comparable plans
Lower reported administrative expense85th percentileTypical peer $108 · based on 522 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jun 30, 2025, COMMUNITY SERVICE FOUNDATION, IN reported $236,984 in employer contributions across the plan and 223 active participants. That works out to $1,063 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy76%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 36.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 6.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context47/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$236,984
Participant contributions
$598,311
Other contributions
$7,139
Employer share of reported contributions
28.4%
Beginning assets
$8,552,797
Ending assets
$9,686,334
Ending net assets
$9,686,334
Ending liabilities
$0
Total income
$2,044,292
Total expenses
$910,755
Administrative expenses
$5,541
Participant loans
$20,490

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$1,682
2023
$1,070
2024
$1,063
Plan-paid administrative expenses per participant
2022
$20
2023
$18
2024
$19
Active participants
2022
189
2023
220
2024
223
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$1,0632239.7M20260409133425NAL0007135651001
2023$1,0702208.6M20250410132728NAL0024272849001
2022$1,6821897.3M20240409114656NAL0029171536001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.2%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
232041622-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jul 1, 1992
Industry
Educational services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2A2E2F2G2J2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
FIDELITY2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
INVESCO2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
JANUS DISTRIBUTORS, LLC2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
NUVEEN INVESTMENTS2024Not reportedunknown
STATE STREET GLOBAL MARKETS2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20260409133425NAL0007135651001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗