Plan Snapshot
- Plan Sponsor: Community Action Program Belknap-Merrimack Counties, INC.
- Sponsor EIN: 020270376
- Sponsor Address: 8 OLD SUNCOOK RD, CONCORD, NH, 033018520
- Plan Type: 401(k)
- Total Participants: 341
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 341 | $9.2M | $204,964 | $380,113 |
| 2023 | 322 | $8.4M | $210,381 | $359,737 |
| 2022 | 184 | $6.9M | $209,978 | $353,023 |
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 |
|---|---|---|---|---|
| LEONE, MCDONNELL & ROBERTS P.A | Auditor | — | — | $0 |
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 | $2,183 | — | — | — | — |
| 2023 | $1,091 | — | — | — | — |
| 2022 | $2,525 | — | — | — | — |