Plan Snapshot
- Plan Sponsor: Community Action Partnership Of Strafford County
- Sponsor EIN: 020268636
- Sponsor Address: 577 CENTRAL AVENUE, SUITE 10, DOVER, NH, 03820
- Plan Type: 403(b)
- Total Participants: 207
- Total Assets: $1.8M
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 | 207 | $1.8M | $42,656 | $184,882 |
| 2023 | 182 | $1.4M | $34,924 | $151,436 |
| 2022 | 182 | $1.1M | $30,119 | $134,074 |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | Recordkeeper | $14,160 | — | $14,160 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,160
- Estimated Expense Ratio: 0.779% 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 | $21,750 | $814 | — | — | — |
| 2023 | $17,281 | $618 | — | — | — |
| 2022 | $8,323 | — | — | — | — |