Plan Snapshot
- Plan Sponsor: Mobile Community Action, INC.
- Sponsor EIN: 630518148
- Sponsor Address: 461 DONALD ST, MOBILE, AL, 366173327
- Plan Type: 401(k)
- Total Participants: 239
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 239 | $7.1M | $631,995 | $259,580 |
| 2023 | 239 | $6.4M | $522,613 | $232,057 |
| 2022 | 245 | $5.6M | $511,668 | $223,735 |
| 2021 | 297 | $6.4M | $0 | $0 |
| 2020 | 301 | $5.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO LLP — Auditor
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 | $3,200 | — | — | — | — |
| 2023 | $2,596 | — | — | — | — |
| 2022 | $3,378 | — | — | — | — |
| 2021 | $4,269 | — | — | — | — |
| 2020 | $5,842 | — | — | — | — |