Plan Snapshot
- Plan Sponsor: Quincy Community Action Progra
- Sponsor EIN: 042391348
- Sponsor Address: 1509 HANCOCK ST, QUINCY, MA, 021695241
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 175 | $11.8M | $398,427 | $380,578 |
| 2023 | 162 | $10.2M | $419,949 | $369,465 |
| 2022 | 155 | $8.8M | $339,420 | $301,195 |
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 |
|---|---|---|---|---|
| NASH CPAS LLC | 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 | $2,035 | — | — | — | — |
| 2023 | $1,289 | — | — | — | — |
| 2022 | $517 | — | — | — | — |