Plan Snapshot
- Plan Sponsor: Harcatus Tri-County Community
- Sponsor EIN: 340970561
- Sponsor Address: 821 ANOLA ST, DOVER, OH, 446222075
- Plan Type: 403(b)
- Total Participants: 127
- Total Assets: $2.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 127 | $2.7M | $88,906 | $67,557 |
| 2023 | 135 | $2.8M | $92,847 | $75,873 |
| 2022 | 132 | $2.7M | $99,223 | $87,550 |
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 |
|---|---|---|---|---|
| SNODGRASS CERTIFIED PUBLIC ACCOUNTA | 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 | $1,818 | — | — | — | — |
| 2023 | $741 | — | — | — | — |
| 2022 | $737 | — | — | — | — |