# Tri-County Community Action 401(k) Plan
Source: https://planprovider.pro/companies/tri-county-community-action-401k-plan-001

> Tri-County Community Action's 401(k) plan: 319 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tri-County Community Action

- **Sponsor EIN:** 020267404

- **Sponsor Address:** 30 EXCHANGE ST, BERLIN, NH, 035701911

- **Plan Type:** 401(k)

- **Total Participants:** 319

- **Total Assets:** $5.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|319|$5.2M|$0|$147,274|

| 2023|314|$5.0M|$0|$139,836|

| 2022|301|$4.4M|$0|$136,879|

## 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|

| LEONE, MCDONNELL & ROBERTS, PA|Auditor|$3,153|—|$3,153|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LEONE, MCDONNELL & ROBERTS, PA](https://planprovider.pro/provider/leone-mcdonnell-and-roberts-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,153

- **Estimated Expense Ratio:** 0.061% 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|$3,153|—|—|$3,153|—|

| 2023|$1,973|—|—|$1,973|—|

| 2022|$1,721|—|—|—|—|

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