Plan Snapshot
- Plan Sponsor: Ironton-Lawrence County Area Community Action Organization, INC.
- Sponsor EIN: 310714190
- Sponsor Address: 305 NORTH 5TH STREET, IRONTON, OH, 456381578
- Plan Type: 403(b)
- Total Participants: 428
- Total Assets: $22.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 428 | $22.9M | $857,405 | $1.0M |
| 2023 | 426 | $21.8M | $806,185 | $991,531 |
| 2022 | 445 | $19.6M | $809,857 | $795,316 |
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 |
|---|---|---|---|---|
| BESTEN & DIERUF, PLLC | 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 | $121,590 | — | — | — | — |
| 2023 | $98,087 | — | — | — | — |
| 2022 | $77,826 | — | — | — | $77,826 |