Plan Snapshot
- Plan Sponsor: Community Action Organization Of Scioto County, INC.
- Sponsor EIN: 310718622
- Sponsor Address: 433 THIRD STREET, PORTSMOUTH, OH, 456621525
- Plan Type: 403(b)
- Total Participants: 358
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 358 | $8.8M | $302,428 | $279,380 |
| 2023 | 318 | $8.1M | $296,994 | $294,487 |
| 2022 | 187 | $7.1M | $269,324 | $285,136 |
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 |
|---|---|---|---|---|
| PW PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PW PARTNERS, LLC — 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 | $39,321 | — | — | — | — |
| 2023 | $34,490 | — | — | — | — |
| 2022 | $30,600 | — | — | — | $30,600 |