Plan Snapshot
- Plan Sponsor: Total Community Action, INC.
- Sponsor EIN: 720599165
- Sponsor Address: 1420 SOUTH JEFFERSON DAVIS PKW, NEW ORLEANS, LA, 70125
- Plan Type: DC
- Total Participants: 276
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 276 | $8.2M | $245,664 | $0 |
| 2023 | 199 | $8.0M | $616,702 | $0 |
| 2022 | 191 | $7.2M | $737,660 | $0 |
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 |
|---|---|---|---|---|
| CASCIO & SCHMIDT, 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 | $43,063 | — | — | — | — |
| 2023 | $19,235 | — | — | — | — |
| 2022 | $21,253 | — | — | — | — |