Plan Snapshot
- Plan Sponsor: Community Action Opportunities,Incorporated
- Sponsor EIN: 560817672
- Sponsor Address: 25 GASTON STREET, ASHEVILLE, NC, 28801
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 90 | $7.6M | $207,839 | $263,715 |
| 2023 | 81 | $7.1M | $193,488 | $255,377 |
| 2022 | 86 | $5.9M | $191,240 | $256,878 |
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 |
|---|---|---|---|---|
| CARTER P.C. | Auditor | — | — | $0 |
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 | $8,790 | — | $2,729 | — | — |
| 2023 | $9,662 | — | — | — | — |
| 2022 | $7,313 | — | — | — | $7,313 |