Southwestern Community Action Council, INC. DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Southwestern Community Action Council, INC.
  • Sponsor EIN: 550488202
  • Sponsor Address: 540 FIFTH AVENUE, HUNTINGTON, WV, 25701
  • Plan Type: DB
  • Total Participants: 26
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202526$0$0$0
20241$3.9M$789,326$0
202380$9.9M$714,934$0
202285$12.8M$687,437$0

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
SOMERVILLE & COMPANY, PLLCAuditor$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
2025
2024$147,408$49,312
2023$225,016$59,643$18,853
2022$206,481$80,446$41,763

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