Plan Snapshot
- Plan Sponsor: Bolivar Cty. Com. Action Program
- Sponsor EIN: 640434535
- Sponsor Address: 190 N MARTIN LUTHER KING DRIVE, CLEVELAND, MS, 38732
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $10.5M
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 | 209 | $10.5M | $585,498 | $273,707 |
| 2023 | 251 | $10.0M | $519,034 | $242,930 |
| 2022 | 200 | $9.8M | $483,065 | $231,541 |
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 |
|---|---|---|---|---|
| WATKINS, WARD AND STAFFORD, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WATKINS, WARD AND STAFFORD, PLLC — Auditor
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 | $38,453 | — | $38,453 | — | — |
| 2023 | $13,562 | $11,429 | $2,133 | — | — |
| 2022 | $27,424 | — | $27,424 | — | — |