Plan Snapshot
- Plan Sponsor: Community Action Committee Of Pike County, INC.
- Sponsor EIN: 310718042
- Sponsor Address: 941 MARKET ST, PIKETON, OH, 456619757
- Plan Type: DC
- Total Participants: 273
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 273 | $4.8M | $435,340 | $0 |
| 2023 | 284 | $4.3M | $430,137 | $0 |
| 2022 | 272 | $3.7M | $363,055 | $0 |
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 | Recordkeeper | $22,601 | — | $22,601 |
| LPL FINANCIAL LLC | Investment Advisor | — | $18,335 | $18,335 |
| PROACCOUNT | Investment Advisor | $11,866 | — | $11,866 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Recordkeeper
- LPL FINANCIAL LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,802
- Estimated Expense Ratio: 1.091% 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 | $20,706 | — | — | — | — |
| 2023 | $14,600 | — | — | — | — |
| 2022 | $14,857 | — | — | — | — |