# Kennebec Valley Community Action Program 403(b) Plan
Source: https://planprovider.pro/companies/kennebec-valley-community-action-program-010277678-001

> Kennebec Valley Community Action Program's 403(b) plan: 296 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kennebec Valley Community Action Program

- **Sponsor EIN:** 010277678

- **Sponsor Address:** 101 WATER STREET, WATERVILLE, ME, 04901

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 296

- **Total Assets:** $10.4M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|296|$10.4M|$458,421|$460,275|

| 2023|319|$9.7M|$407,665|$389,776|

| 2022|300|$8.2M|$378,195|$399,843|

## 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|

| WIPFLI, LLP|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|$2,780|—|$2,780|—|—|

| 2023|$2,485|—|$2,485|—|—|

| 2022|$2,425|—|$2,425|—|—|

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