Plan Snapshot
- Plan Sponsor: Pace Community Action Agency,
- Sponsor EIN: 351120537
- Sponsor Address: 525 N 4TH ST, VINCENNES, IN, 475911444
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $2.5M
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 | 95 | $2.5M | $114,422 | $188,362 |
| 2023 | 81 | $2.0M | $103,941 | $186,765 |
| 2022 | 76 | $1.9M | $106,448 | $174,512 |
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 |
|---|---|---|---|---|
| COMER NOWLING | 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 | $988 | — | — | — | — |
| 2023 | $461 | — | — | — | — |
| 2022 | $332 | — | — | — | — |