# West Ohio Community Action Partners Ip 403(b) Plan
Source: https://planprovider.pro/companies/west-ohio-community-action-partners-ip-403b-plan

> West Ohio Community Action Partners Ip's 403(b) plan: 86 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** West Ohio Community Action Partners Ip

- **Sponsor EIN:** 341717109

- **Sponsor Address:** 540 SOUTH CENTRAL AVENUE, LIMA, OH, 458041306

- **Plan Type:** 403(b)

- **Total Participants:** 86

- **Total Assets:** $3.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|86|$3.6M|$159,252|$148,311|

| 2023|91|$3.1M|$146,930|$134,733|

| 2022|111|$2.5M|$142,443|$120,847|

## 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|

| ES EVANS & COMPANY|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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|$15,774|—|$15,774|—|—|

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