Plan Snapshot
- Plan Sponsor: Community Action Opportunities, INC
- Sponsor EIN: 560817672
- Sponsor Address: 25 GASTON STREET, ASHEVILLE, NC, 28801
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 87
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 87 | $0 | $0 | $0 |
| 2024 | 117 | $0 | $0 | $0 |
| 2023 | 83 | $0 | $0 | $0 |
| 2022 | 113 | $0 | $0 | $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 |
|---|---|---|---|---|
| CRESCENT HEALTH SOLUTIONS | Recordkeeper | $51,624 | — | $51,624 |
| SONA HEALTH | Other Service Provider | $45,141 | — | $45,141 |
| LEGACY RISK SOLUTIONS LLC | Investment Advisor | $22,000 | — | $22,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,765
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |