Plan Snapshot
- Plan Sponsor: Coastal Community Action Program
- Sponsor EIN: 916066958
- Sponsor Address: 101 E MARKET STREET, ABERDEEN, WA, 98520
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $2.1M
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 | 141 | $2.1M | $217,433 | $61,670 |
| 2023 | 113 | $1.6M | $173,011 | $33,637 |
| 2022 | 97 | $1.2M | $138,573 | $34,904 |
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 |
|---|---|---|---|---|
| AIKEN AND SANDERS, INC. PS | 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 | $1,250 | — | $1,250 | — | — |
| 2023 | $2,062 | — | $2,062 | — | — |
| 2022 | $970 | — | $970 | — | — |