# Tallatoona Community Action 401(k) Plan
Source: https://planprovider.pro/companies/tallatoona-community-action-pa-401k-plan

> Tallatoona Community Action's 401(k) plan: 153 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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