Plan Snapshot
- Plan Sponsor: Southwestern Community Action Council, INC.
- Sponsor EIN: 550488202
- Sponsor Address: 540 FIFTH AVENUE, HUNTINGTON, WV, 25701
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 169 | $4.9M | $318,229 | $400,248 |
| 2023 | 175 | $3.7M | $340,082 | $372,293 |
| 2022 | 166 | $2.9M | $322,712 | $354,677 |
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 |
|---|---|---|---|---|
| SUTTLE & STALNAKER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SUTTLE & STALNAKER, PLLC — 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 | $44,909 | — | — | — | — |
| 2023 | $35,687 | — | — | — | — |
| 2022 | $34,523 | $34,523 | — | — | — |