Plan Snapshot
- Plan Sponsor: Community Action Committee Of Pike County, INC.
- Sponsor EIN: 310718042
- Sponsor Address: 941 MARKET ST, PIKETON, OH, 456619757
- Plan Type: 401(k)
- Total Participants: 317
- Total Assets: $7.6M
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 | 317 | $7.6M | $251,195 | $454,339 |
| 2023 | 322 | $6.6M | $223,459 | $405,446 |
| 2022 | 317 | $5.8M | $238,766 | $429,526 |
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 |
|---|---|---|---|---|
| NATIONWIDE | INVESTMENT ADVISORY PART | $47,568 | — | $47,568 |
| LPL FINANCIAL LLC | ADVISOR | — | $29,195 | $29,195 |
| BHM CPA GROUP, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — INVESTMENT ADVISORY PART
- LPL FINANCIAL LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,763
- Estimated Expense Ratio: 1.010% 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 | $20,264 | — | — | — | — |
| 2023 | $19,838 | — | — | — | — |
| 2022 | $21,009 | — | — | — | — |