Plan Snapshot
- Plan Sponsor: Community Action Agency Of South Central Michigan
- Sponsor EIN: 381794361
- Sponsor Address: 175 MAIN STREET, BATTLE CREEK, MI, 49014
- Plan Type: 401(k)
- Total Participants: 244
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 244 | $6.1M | $340,791 | $542,997 |
| 2023 | 246 | $5.9M | $309,353 | $498,787 |
| 2022 | 214 | $4.7M | $441,134 | $295,844 |
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 |
|---|---|---|---|---|
| RETIREMENT PLAN AUDIT SERVICES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RETIREMENT PLAN AUDIT SERVICES, 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 | $28,493 | $16,764 | — | — | — |
| 2023 | $27,377 | $17,552 | — | — | — |
| 2022 | $27,153 | $15,305 | $11,848 | — | — |