Plan Snapshot
- Plan Sponsor: Tri-County Community Action Program
- Sponsor EIN: 416050237
- Sponsor Address: 501 LEMIEUR ST, LITTLE FALLS, MN, 563453367
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 150 | $5.4M | $232,239 | $289,014 |
| 2023 | 145 | $4.7M | $213,929 | $252,479 |
| 2022 | 135 | $4.0M | $198,557 | $246,265 |
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 |
|---|---|---|---|---|
| ABDO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ABDO 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 | $2,212 | — | — | — | — |
| 2023 | $913 | — | — | — | — |
| 2022 | $1,064 | — | — | — | — |