Plan Snapshot
- Plan Sponsor: West Central Community Action
- Sponsor EIN: 420919214
- Sponsor Address: 1408A HIGHWAY 44, HARLAN, IA, 51537
- Plan Type: 403(b)
- Total Participants: 62
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 62 | $1.6M | $8,808 | $20,870 |
| 2023 | 152 | $1.7M | $9,494 | $23,626 |
| 2022 | 118 | $1.5M | $9,613 | $29,493 |
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 |
|---|---|---|---|---|
| GRONEWOLD, BELL, KYHNN & CO. P.C. | 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 | $260,896 | — | $1,575 | — | — |
| 2023 | $128,479 | — | $1,362 | — | — |
| 2022 | $1,095 | — | $1,095 | — | — |