Plan Snapshot
- Plan Sponsor: Tri-County Community Action Agency, INC.
- Sponsor EIN: 221942357
- Sponsor Address: 110 COHANSEY ST, BRIDGETON, NJ, 083021922
- Plan Type: 403(b)
- Total Participants: 703
- Total Assets: $11.7M
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 | 703 | $11.7M | $530,986 | $670,566 |
| 2023 | 650 | $9.7M | $426,541 | $556,177 |
| 2022 | 643 | $8.1M | $409,086 | $548,898 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $57,154 | — | $57,154 |
| LPL FINANCIAL LLC - RPCP | INVESTMENT ADVISORY | — | $10,453 | $10,453 |
| LINCOLN FINANCIAL ADVISORS CORPORAT | INVESTMENT ADVISORY | — | $9,254 | $9,254 |
| MARTINI & MARTINI | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN FINANCIAL ADVISORS CORPORAT — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,861
- Estimated Expense Ratio: 0.656% 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 | $57,154 | — | $57,154 | — | — |
| 2023 | $46,160 | — | $46,160 | — | — |
| 2022 | $43,128 | — | $43,128 | — | — |