Plan Snapshot
- Plan Sponsor: Ashtabula County Community Action Agency
- Sponsor EIN: 341059824
- Sponsor Address: 6920 AUSTINBURG ROAD, ASHTABULA, OH, 44004
- Plan Type: DC
- Plan Number: 001
- Total Participants: 222
- Total Assets: $4.0M
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. |
|---|---|---|---|---|
| 2024 | 222 | $4.0M | $342,184 | $193,571 |
| 2023 | 129 | $4.0M | $325,846 | $229,995 |
| 2022 | 146 | $3.4M | $333,302 | $191,119 |
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 |
|---|---|---|---|---|
| S.R. SNODGRASS, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $9,470 | — | $9,470 | — | — |
| 2023 | $44,733 | — | — | — | — |
| 2022 | $1,070 | — | — | — | — |