# Mid-Cumberland Community Action Agency, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mid-cumberland-community-action-age-plan

> Mid-Cumberland Community Action Agency, INC.&#39;s 401(k) plan: 202 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mid-Cumberland Community Action Agency, INC.

- **Sponsor EIN:** 620859072

- **Sponsor Address:** 3735 N MT. JULIET RD. STE. 104, MT. JULIET, TN, 37122

- **Plan Type:** 401(k)

- **Total Participants:** 202

- **Total Assets:** $4.2M

## 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|202|$4.2M|$358,707|$243,785|

| 2023|177|$3.7M|$332,640|$204,018|

| 2022|178|$2.9M|$291,513|$192,666|

## 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|

| RENASANT BANK|NONE|$36,477|—|$36,477|

| EPIC RETIREMENT PLAN SERVICES|NONE|$6,248|—|$6,248|

| STONE, RUDOLPH, AND HENRY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EPIC RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $42,725

- **Estimated Expense Ratio:** 1.020% of plan assets

### 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|$42,725|—|—|—|—|

| 2023|$34,737|—|—|—|—|

| 2022|$18,293|—|—|—|—|

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