Plan Snapshot
- Plan Sponsor: Greater Erie Community Action Committee
- Sponsor EIN: 256068246
- Sponsor Address: 18 WEST 9TH STREET, ERIE, PA, 165014581
- Plan Type: 403(b)
- Total Participants: 134
- Total Assets: $11.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 134 | $11.3M | $207,733 | $294,096 |
| 2023 | 114 | $11.8M | $188,226 | $226,835 |
| 2022 | 118 | $11.4M | $208,423 | $234,104 |
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 |
|---|---|---|---|---|
| ROOT, SPITZNAS & SMILEY, INC. | 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 | $98,232 | — | — | — | — |
| 2023 | $87,721 | — | $87,721 | — | — |
| 2022 | $96,463 | — | $96,463 | — | — |