Plan Snapshot
- Plan Sponsor: Cortland County Community Action Program, INC.
- Sponsor EIN: 161004653
- Sponsor Address: 32 N. MAIN ST., CORTLAND, NY, 130452122
- Plan Type: 401(k)
- Total Participants: 350
- Total Assets: $3.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 350 | $3.3M | $124,202 | $189,748 |
| 2023 | 326 | $2.7M | $114,966 | $201,417 |
| 2022 | 315 | $2.4M | $100,866 | $180,308 |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLP — 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 | $4,416 | — | — | — | — |
| 2023 | $2,062 | — | — | — | — |
| 2022 | $3,328 | — | — | — | — |