Plan Snapshot
- Plan Sponsor: Hancock-Hardin-Wyandot-Putnam Community Action Commission
- Sponsor EIN: 340979444
- Sponsor Address: 1637 TIFFIN AVENUE, FINDLAY, OH, 45840
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $3.5M
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 | 163 | $3.5M | $191,801 | $228,613 |
| 2023 | 151 | $3.3M | $201,283 | $161,205 |
| 2022 | 138 | $2.6M | $161,145 | $193,969 |
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 |
|---|---|---|---|---|
| CLARK SCHAEFER HACKETT & COMPANY | 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 | $20,962 | $1,701 | — | — | — |
| 2023 | $18,679 | — | — | — | — |
| 2022 | $17,590 | — | — | — | — |