Plan Snapshot
- Plan Sponsor: United Community Action Program, INC.
- Sponsor EIN: 730777705
- Sponsor Address: 501 6TH STREET, PAWNEE, OK, 740582542
- Plan Type: 401(k)
- Total Participants: 282
- Total Assets: $8.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 282 | $8.7M | $415,078 | $483,202 |
| 2023 | 264 | $7.4M | $424,564 | $479,755 |
| 2022 | 266 | $6.3M | $335,920 | $382,003 |
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 |
|---|---|---|---|---|
| LANDMARK CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LANDMARK CPAS — 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 | $50,289 | $1,589 | $48,700 | — | — |
| 2023 | $22,688 | $539 | $22,149 | — | — |
| 2022 | $9,767 | — | $9,767 | — | — |