Plan Snapshot
- Plan Sponsor: South Central Missouri Community Action Agency
- Sponsor EIN: 430839302
- Sponsor Address: 8055 OLD ALTON RD, WINONA, MO, 655888526
- Plan Type: 401(k)
- Total Participants: 196
- Total Assets: $1.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 196 | $1.9M | $217,666 | $118,887 |
| 2023 | 197 | $1.7M | $166,033 | $104,189 |
| 2022 | 164 | $1.4M | $151,619 | $107,507 |
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 |
|---|---|---|---|---|
| ROBERTS, MCKENZIE, MANGAN & CUMMING | 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 | $1,012 | — | — | — | — |
| 2023 | $485 | — | — | — | — |
| 2022 | $419 | — | — | — | — |