# Union County Community Action INC 401(k) Plan
Source: https://planprovider.pro/companies/union-county-community-action-inc-plan

> Union County Community Action INC's 401(k) plan: 97 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Union County Community Action INC

- **Sponsor EIN:** 560887865

- **Sponsor Address:** 1401 H WEST ROOSEVELT BLVD, MONROE, NC, 28111

- **Plan Type:** 401(k)

- **Total Participants:** 97

- **Total Assets:** $2.2M

## 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|97|$2.2M|$209,178|$80,088|

| 2023|77|$2.0M|$174,294|$66,005|

| 2022|66|$2.2M|$161,730|$55,412|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$8,988|—|$8,988|

| MAULDIN & JENKINS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MAULDIN & JENKINS, LLC](https://planprovider.pro/provider/mauldin-and-jenkins-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $8,988

- **Estimated Expense Ratio:** 0.409% 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|$8,988|—|—|—|—|

| 2023|$8,555|—|—|—|—|

| 2022|$9,532|—|—|—|—|

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