Plan Snapshot
- Plan Sponsor: Piedmont Community Actions, INC.
- Sponsor EIN: 570476252
- Sponsor Address: 300 DANIEL MORGAN AVENUE, SPARTANBURG, SC, 293063004
- Plan Type: 403(b)
- Total Participants: 128
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 128 | $3.7M | $194,718 | $254,302 |
| 2023 | 126 | $3.3M | $179,388 | $239,340 |
| 2022 | 118 | $2.8M | $164,659 | $218,826 |
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 |
|---|---|---|---|---|
| MARTIN SMITH & COMPANY CPAS | 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 | $575 | — | $525 | — | — |
| 2023 | $675 | — | $675 | — | — |
| 2022 | $450 | — | — | — | — |