Plan Snapshot
- Plan Sponsor: Community Action Agency Of Columbiana County INC.
- Sponsor EIN: 346565185
- Sponsor Address: 7880 LINCOLE PL, LISBON, OH, 44432
- Plan Type: 403(b)
- Total Participants: 336
- Total Assets: $7.0M
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 | 336 | $7.0M | $307,439 | $560,918 |
| 2023 | 347 | $5.7M | $274,390 | $511,698 |
| 2022 | 334 | $4.7M | $247,877 | $480,503 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $1,077 | $34,592 | $35,669 |
| NFP RETIREMENT INC. | Investment Advisor | $12,870 | — | $12,870 |
| MARCUM WEALTH | Other Service Provider | — | $7,397 | $7,397 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,936
- Estimated Expense Ratio: 0.802% 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 | $14,118 | $13,041 | $1,077 | — | — |
| 2023 | $28,886 | $26,269 | $886 | — | — |
| 2022 | $25,630 | $23,828 | $1,802 | — | — |