Plan Snapshot
- Plan Sponsor: Community Action Partnership Of Greater St. Joseph
- Sponsor EIN: 430829262
- Sponsor Address: 817 MONTEREY ST, SAINT JOSEPH, MO, 645033611
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 134
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 134 | $2.1M | $118,841 | $154,342 |
| 2023 | 134 | $1.9M | $97,462 | $130,514 |
| 2022 | 125 | $1.4M | $72,494 | $99,619 |
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 |
|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICE, INC. | Recordkeeper | $19,946 | — | $19,946 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT PLANS ADMIN SERVICE, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,946
- Estimated Expense Ratio: 0.941% 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 | $19,945 | $5,020 | $14,925 | — | — |
| 2023 | $15,417 | — | $15,417 | — | — |
| 2022 | $15,580 | $3,510 | $12,070 | — | — |