Plan Snapshot
- Plan Sponsor: Community Action Corporation Of South Texas
- Sponsor EIN: 741679824
- Sponsor Address: 204 E 1ST ST, ALICE, TX, 783324822
- Plan Type: DC
- Plan Number: 001
- Total Participants: 629
- Total Assets: $19.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 629 | $19.0M | $751,675 | $947,451 |
| 2023 | 652 | $16.0M | $738,054 | $915,352 |
| 2022 | 683 | $13.7M | $695,309 | $791,391 |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | Recordkeeper | $14,097 | — | $14,097 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,097
- Estimated Expense Ratio: 0.074% 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 | $10,009 | — | — | — | — |
| 2023 | $5,920 | — | — | — | — |
| 2022 | $7,438 | — | — | — | — |