Plan Snapshot
- Plan Sponsor: Community Action Team, INC.
- Sponsor EIN: 930554156
- Sponsor Address: 124 N 18TH ST., ST. HELENS, OR, 97051
- Plan Type: DC
- Total Participants: 140
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 140 | $5.2M | $300,439 | $291,726 |
| 2023 | 141 | $4.5M | $253,981 | $238,678 |
| 2022 | 124 | $3.7M | $213,873 | $218,366 |
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 |
|---|---|---|---|---|
| JONES & ROTH P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES & ROTH P.C. — Auditor
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 | $32,806 | $31,046 | $1,760 | — | — |
| 2023 | $27,996 | $26,553 | $1,443 | — | — |
| 2022 | $34,578 | $31,730 | $2,848 | — | — |