Plan Snapshot
- Plan Sponsor: Nueces County Community Action Agency
- Sponsor EIN: 741495127
- Sponsor Address: 101 S PADRE ISLAND DR, CORPUS CHRISTI, TX, 784054102
- Plan Type: 403(b)
- Total Participants: 192
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 192 | $6.6M | $352,012 | $261,665 |
| 2023 | 262 | $6.8M | $288,220 | $251,090 |
| 2022 | 250 | $6.5M | $322,733 | $264,199 |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | INSURANCE CARRIER | $7,492 | — | $7,492 |
| PARK FOWLER & CO., PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,492
- Estimated Expense Ratio: 0.114% 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 | $6,436 | — | — | — | — |
| 2023 | $2,510 | — | — | — | — |
| 2022 | $3,103 | — | — | — | — |