Tri-County Community Action Agency, INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024703$11.7M$530,986$670,566
2023650$9.7M$426,541$556,177
2022643$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 COMPANYCONTRACT ADMINISTRATOR$57,154$57,154
LPL FINANCIAL LLC - RPCPINVESTMENT ADVISORY$10,453$10,453
LINCOLN FINANCIAL ADVISORS CORPORATINVESTMENT ADVISORY$9,254$9,254
MARTINI & MARTINIAuditor$0

Verified Provider Profiles

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

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

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