Plan Snapshot
- Plan Sponsor: Tallatoona Community Action
- Sponsor EIN: 581020714
- Sponsor Address: PO BOX 1480, CARTERSVILLE, GA, 301201480
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $3.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 153 | $3.3M | $136,635 | $152,823 |
| 2023 | 177 | $3.0M | $102,736 | $121,254 |
| 2022 | 173 | $2.7M | $106,432 | $121,134 |
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 |
|---|---|---|---|---|
| WIPFLI LLC | 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 | $1,195 | — | — | — | — |
| 2023 | $1,641 | — | — | — | — |
| 2022 | $1,419 | — | — | — | — |