Plan Snapshot
- Plan Sponsor: Community Access, INC.
- Sponsor EIN: 237399839
- Sponsor Address: ONE STATE STREET, NEW YORK, NY, 10004
- Plan Type: 403(b)
- Total Participants: 295
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 295 | $12.7M | $590,897 | $964,056 |
| 2023 | 322 | $11.4M | $592,123 | $965,298 |
| 2022 | 600 | $8.7M | $493,191 | $799,111 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $35,797 | $23,907 | $11,890 | — | — |
| 2023 | $41,169 | — | $41,169 | — | — |
| 2022 | $25,990 | — | $25,990 | — | — |