# Bolivar Cty. Com. Action Program 401(k) Plan
Source: https://planprovider.pro/companies/bolivar-county-community-action-program-inc-401k-plan

> Bolivar Cty. Com. Action Program's 401(k) plan: 209 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| 1547 FAIRWOOD DRIVE|NONE|$40,974|—|$40,974|

| WATKINS, WARD AND STAFFORD, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [1547 FAIRWOOD DRIVE](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [WATKINS, WARD AND STAFFORD, PLLC](https://planprovider.pro/provider/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:** $40,974

- **Estimated Expense Ratio:** 0.391% 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|$38,453|—|$38,453|—|—|

| 2023|$13,562|$11,429|$2,133|—|—|

| 2022|$27,424|—|$27,424|—|—|

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