Plan Snapshot
- Plan Sponsor: Southwest Arkansas Counseling And Mental Health Center
- Sponsor EIN: 710526149
- Sponsor Address: 2904 ARKANSAS BOULEVARD, TEXARKANA, AR, 71854
- Plan Type: DC
- Total Participants: 148
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 148 | $2.7M | $0 | $67,288 |
| 2023 | 144 | $2.9M | $0 | $76,376 |
| 2022 | 136 | $2.7M | $0 | $76,708 |
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 |
|---|---|---|---|---|
| THOMAS & THOMAS CPAS, PLLC | 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 | $28,540 | $11,704 | $16,836 | — | — |
| 2023 | $22,768 | $6,778 | $15,990 | — | — |
| 2022 | $25,259 | $10,126 | $15,133 | — | — |