Plan Snapshot
- Plan Sponsor: Tri-County Community Action Agency
- Sponsor EIN: 050309695
- Sponsor Address: 1126 HARTFORD AVE STE 201, JOHNSTON, RI, 029197109
- Plan Type: 401(k)
- Total Participants: 490
- Total Assets: $15.1M
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 | 490 | $15.1M | $238,449 | $712,087 |
| 2023 | 405 | $13.7M | $255,275 | $666,182 |
| 2022 | 336 | $11.4M | $265,176 | $614,298 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
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 | $1,946 | — | — | — | — |
| 2023 | $1,163 | — | — | — | — |
| 2022 | $1,527 | — | — | — | — |