Plan Snapshot
- Plan Sponsor: Three Rivers Community Action, INC.
- Sponsor EIN: 410906178
- Sponsor Address: 1414 NORTH STAR DRIVE, ZUMBROTA, MN, 55992
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $9.8M
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 | 159 | $9.8M | $280,729 | $530,327 |
| 2023 | 157 | $8.0M | $261,492 | $451,724 |
| 2022 | 143 | $6.9M | $249,339 | $401,307 |
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 |
|---|---|---|---|---|
| MAHONEY | 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 | $39,909 | $1,817 | — | — | — |
| 2023 | $37,638 | — | — | — | — |
| 2022 | $30,509 | — | — | — | — |