Plan Snapshot
- Plan Sponsor: Merced County Community Action Board
- Sponsor EIN: 942183288
- Sponsor Address: P.O. BOX 2085, MERCED, CA, 953440085
- Plan Type: 403(b)
- Total Participants: 186
- Total Assets: $2.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 186 | $2.9M | $16,064 | $235,319 |
| 2023 | 161 | $2.6M | $286,163 | $216,617 |
| 2022 | 147 | $1.9M | $18,815 | $268,784 |
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 |
|---|---|---|---|---|
| KAKU & MARSINO, 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 | $24,031 | — | $24,031 | — | — |
| 2023 | $19,825 | — | $19,825 | — | — |
| 2022 | $15,974 | — | $15,974 | — | — |