# Thames Valley Council For Community Action, INC. 403(b) Plan
Source: https://planprovider.pro/companies/thames-valley-council-for-community-action-inc-403b-plan

> Thames Valley Council For Community Action, INC.'s 403(b) plan: 329 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Thames Valley Council For Community Action, INC.

- **Sponsor EIN:** 060806128

- **Sponsor Address:** ONE SYLVANDALE ROAD, JEWETT CITY, CT, 06351

- **Plan Type:** 403(b)

- **Total Participants:** 329

- **Total Assets:** $11.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|329|$11.0M|$618,872|$570,327|

| 2023|325|$10.8M|$639,709|$575,085|

| 2022|424|$9.5M|$515,601|$565,821|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$46,235|—|$46,235|

| KESTRA INVESTMENT SERVICES LLC|BROKER/ADVISER|—|$19,959|$19,959|

| COHNREZNICK LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $66,194

- **Estimated Expense Ratio:** 0.602% of plan assets

### 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|$47,066|$831|—|—|—|

| 2023|$42,791|$103|—|—|—|

| 2022|$43,298|$32,276|$11,022|—|—|

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