Plan Snapshot
- Plan Sponsor: Caddo Community Action Agency, INC.
- Sponsor EIN: 720708091
- Sponsor Address: 4055 SAINT VINCENT AVE, SHREVEPORT, LA, 711082542
- Plan Type: 401(k)
- Total Participants: 260
- Total Assets: $4.5M
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 | 260 | $4.5M | $213,794 | $263,563 |
| 2023 | 295 | $4.4M | $187,000 | $227,108 |
| 2022 | 264 | $4.2M | $1.3M | $207,642 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $54,086 | — | $54,086 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | Investment Advisor | — | $13,377 | $13,377 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,463
- Estimated Expense Ratio: 1.512% 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 | $54,087 | — | $54,087 | — | — |
| 2023 | $47,872 | — | $47,872 | — | — |
| 2022 | $43,563 | — | $43,563 | — | — |