# Community Action Agency 403(b) Plan
Source: https://planprovider.pro/companies/community-action-agency-403b-plan-001-5659

> Community Action Agency's 403(b) plan: 221 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Community Action Agency

- **Sponsor EIN:** 381795659

- **Sponsor Address:** 507 FIRST AVENUE NORTH, ESCANABA, MI, 498293931

- **Plan Type:** 403(b)

- **Total Participants:** 221

- **Total Assets:** $3.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|221|$3.8M|$137,683|$206,181|

| 2023|220|$3.6M|$138,199|$196,084|

| 2022|205|$3.1M|$116,184|$168,468|

## 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|

| WIPFLI LLP|RECORDKEEPER|$19,516|—|$19,516|

| CREATIVE PLANNING, LLC|INVESTMENT ADVISOR|$15,078|—|$15,078|

| HAWKINS ASH CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — RECORDKEEPER

- [CREATIVE PLANNING, LLC](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISOR

- [HAWKINS ASH CPAS](https://planprovider.pro/provider/hawkins-ash-cpas-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $34,594

- **Estimated Expense Ratio:** 0.906% 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|$34,694|$15,078|—|—|—|

| 2023|$26,688|$9,861|—|—|—|

| 2022|$25,954|$12,783|$13,171|—|—|

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