Plan Snapshot
- Plan Sponsor: Southeastern North Dakota Community Action Agency
- Sponsor EIN: 456014870
- Sponsor Address: 3233 UNIVERSITY DR S, FARGO, ND, 581046221
- Plan Type: 403(b)
- Total Participants: 140
- Total Assets: $10.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 140 | $10.8M | $321,494 | $191,607 |
| 2023 | 126 | $9.5M | $294,409 | $188,954 |
| 2022 | 131 | $8.1M | $287,985 | $202,152 |
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 |
|---|---|---|---|---|
| WIDMER ROEL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIDMER ROEL — Auditor
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 | $3,160 | — | — | — | — |
| 2023 | $1,439 | — | — | — | — |
| 2022 | $2,911 | — | $1,395 | — | — |