Plan Snapshot
- Plan Sponsor: Olympic Community Action Programs
- Sponsor EIN: 910814319
- Sponsor Address: 2500 W SIMS WAY, SUITE 201, PORT TOWNSEND, WA, 983682904
- Plan Type: 403(b)
- Total Participants: 97
- Total Assets: $2.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 97 | $2.3M | $87,292 | $70,903 |
| 2023 | 115 | $2.0M | $101,081 | $90,491 |
| 2022 | 113 | $1.6M | $89,979 | $89,990 |
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 |
|---|---|---|---|---|
| AIKEN & SANDERS, INC. | 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 | $1,324 | — | — | — | — |
| 2023 | $866 | — | — | — | — |
| 2022 | $794 | — | — | — | — |