# Merced County Community Action Board 403(b) Plan
Source: https://planprovider.pro/companies/merced-county-community-action-board-plan-002

> Merced County Community Action Board's 403(b) plan: 186 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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