Plan Snapshot
- Plan Sponsor: Three Rivers Planning And Development District, INC
- Sponsor EIN: 640507939
- Sponsor Address: P.O. BOX 690, PONTOTOC, MS, 38863
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $13.1M
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 | 91 | $13.1M | $293,909 | $356,151 |
| 2023 | 92 | $11.7M | $287,702 | $366,035 |
| 2022 | 92 | $10.2M | $287,450 | $366,059 |
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 |
|---|---|---|---|---|
| FRANKS, FRANKS, WILEMON & HAGOOD,PA | 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 | $1,293 | — | $1,293 | — | — |
| 2023 | $910 | — | — | — | — |
| 2022 | $1,425 | — | $1,425 | — | — |