# Western Carolina Community Action, INC. 403(b) Plan
Source: https://planprovider.pro/companies/western-carolina-community-action-inc-403b-plan

> Western Carolina Community Action, INC.'s 403(b) plan: 216 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Western Carolina Community Action, INC.

- **Sponsor EIN:** 560846319

- **Sponsor Address:** P.O. BOX 685, HENDERSONVILLE, NC, 28793

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

- **Total Participants:** 216

- **Total Assets:** $8.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|216|$8.6M|$599,859|$624,674|

| 2023|205|$7.3M|$512,873|$539,251|

| 2022|168|$6.0M|$468,714|$439,159|

## 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|

| WELLS FARGO CLEARING SERVICES LLC|OTHER SERVICES|—|$31,167|$31,167|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$18,098|—|$18,098|

| NEWPORT GROUP, INC.|OTHER SERVICES|—|$8,042|$8,042|

| CARTER, PC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $57,307

- **Estimated Expense Ratio:** 0.670% 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|$18,098|—|$18,098|—|—|

| 2023|$18,220|—|$18,220|—|—|

| 2022|$12,321|—|$12,321|—|—|

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