Plan Snapshot
- Plan Sponsor: Civil Air Patrol
- Sponsor EIN: 756037853
- Sponsor Address: 105 SOUTH HANSELL STREET, MAXWELL AFB, AL, 36112
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $18.8M
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 | 166 | $18.8M | $554,819 | $913,081 |
| 2023 | 148 | $16.6M | $494,308 | $892,747 |
| 2022 | 160 | $16.0M | $459,168 | $859,003 |
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 |
|---|---|---|---|---|
| WARREN AVERETT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT, LLC — 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 | $850 | — | $850 | — | — |
| 2023 | $1,475 | — | $1,475 | — | — |
| 2022 | $975 | — | $975 | — | — |