Plan Snapshot
- Plan Sponsor: Community Services Agency
- Sponsor EIN: 880095799
- Sponsor Address: 1090 E 8TH ST, RENO, NV, 895122853
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 204
- Total Assets: $8.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 204 | $8.7M | $855,743 | $350,196 |
| 2023 | 210 | $7.7M | $746,266 | $292,833 |
| 2022 | 185 | $6.2M | $500,299 | $283,581 |
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 INVESTMENT CORP | Recordkeeper | $5,364 | — | $5,364 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,364
- Estimated Expense Ratio: 0.062% 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 | $5,364 | — | — | — | — |
| 2023 | $3,544 | — | — | — | — |
| 2022 | $9,953 | — | $1,703 | — | $8,250 |