# Community Action Resource 403(b) Plan
Source: https://planprovider.pro/companies/community-action-resource-and-development-inc-403b-plan-002

> Community Action Resource's 403(b) plan: 330 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 Resource

- **Sponsor EIN:** 730772528

- **Sponsor Address:** 707 W LOWRY RD., CLAREMORE, OK, 74017

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

- **Total Participants:** 330

- **Total Assets:** $6.3M

## 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|330|$6.3M|$203,306|$308,842|

| 2023|146|$6.5M|$211,161|$252,819|

| 2022|290|$6.3M|$175,428|$194,646|

## 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|

| FINLEY & COOK, PLLC|Auditor|$12,250|—|$12,250|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,250

- **Estimated Expense Ratio:** 0.196% 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|$43,579|—|—|$12,250|—|

| 2023|$28,252|—|—|—|—|

| 2022|$10,776|—|—|—|—|

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