# Tri-County Community Action Agency, INC. 403(b) Plan
Source: https://planprovider.pro/companies/tri-county-community-action-agency-inc-403b-plan

> Tri-County Community Action Agency, INC.'s 403(b) plan: 703 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 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](https://planprovider.pro/provider/lincoln-financial-group) — 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|—|—|

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