# Community Action Pioneer Valley, INC. 403(b) Plan
Source: https://planprovider.pro/companies/community-action-pioneer-valley-inc-042384972-001

> Community Action Pioneer Valley, INC.'s 403(b) plan: 284 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Community Action Pioneer Valley, INC.

- **Sponsor EIN:** 042384972

- **Sponsor Address:** 393 MAIN STREET, GREENFIELD, MA, 01301

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 284

- **Total Assets:** $9.4M

## 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|284|$9.4M|$296,190|$720,101|

| 2023|264|$7.9M|$202,423|$639,751|

| 2022|289|$6.8M|$186,043|$547,913|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$31,368|—|$31,368|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $31,368

- **Estimated Expense Ratio:** 0.334% 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|$31,663|—|$31,663|—|—|

| 2023|$26,886|—|$24,263|—|—|

| 2022|$23,416|—|$23,416|—|—|

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