Plan Snapshot
- Plan Sponsor: Northwest Community Action Programs Wyoming, INC
- Sponsor EIN: 836006897
- Sponsor Address: P.O. DRAWER 158, WORLAND, WY, 824010158
- Plan Type: 403(b)
- Total Participants: 94
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 94 | $3.8M | $60,884 | $96,486 |
| 2023 | 111 | $3.3M | $69,580 | $113,618 |
| 2022 | 22 | $3.0M | $72,197 | $112,876 |
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 |
|---|---|---|---|---|
| BRADY, MARTZ & ASSOCIATES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRADY, MARTZ & ASSOCIATES, P.C. — 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 | $17,570 | — | — | — | — |
| 2023 | $29,968 | — | $15,187 | — | — |
| 2022 | $28,930 | — | — | — | — |