Plan Snapshot
- Plan Sponsor: Tri-County Community Action, INC.
- Sponsor EIN: 751213282
- Sponsor Address: PO BOX 1748, CENTER, TX, 759351748
- Plan Type: DC
- Total Participants: 188
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 188 | $2.5M | $64,040 | $70,705 |
| 2023 | 105 | $1.8M | $61,871 | $66,429 |
| 2022 | 65 | $1.7M | $73,865 | $78,643 |
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 |
|---|---|---|---|---|
| SAUNDERS AND ASSOCIATES | Auditor | — | — | $0 |
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 | $744 | — | — | — | — |
| 2023 | $458 | — | — | — | — |
| 2022 | $816 | — | — | — | — |