Plan Snapshot
- Plan Sponsor: Community Action Of South Mississippi
- Sponsor EIN: 640434184
- Sponsor Address: P.O. BOX 8723, MOSS POINT, MS, 395636242
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $4.5M
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 | 129 | $4.5M | $193,587 | $334,839 |
| 2023 | 135 | $4.0M | $174,993 | $324,290 |
| 2022 | 142 | $3.4M | $188,294 | $127,297 |
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 |
|---|---|---|---|---|
| WOLF, MCDUFF, & OPPIE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WOLF, MCDUFF, & OPPIE — 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 | $38,719 | $21,043 | — | — | — |
| 2023 | $31,266 | $17,142 | — | — | — |
| 2022 | $31,919 | $31,919 | — | — | — |