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Original filing (PDF)20251015121520NAL0002271795001
AROOSTOOK COUNTY ACTION PROGRAM, INC.
Form 5500
FILING_RECEIVED
AROOSTOOK COUNTY ACTION PROGRAM TAX SHELTERED RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
195
Accounts w/ balance
202
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (18 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AROOSTOOK COUNTY ACTION PROGRAM, INC..
Plan sponsor
Name
AROOSTOOK COUNTY ACTION PROGRAM, INC.
EIN
01-0315849
Address
771 MAIN STREET · PO BOX 1116 · PRESQUE ISLE, ME · 04769
Phone
(207) 764-3721
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORPORATION | 47-0098400 | — | RECORDKEEPER | $4K | — |
| FIDELITY INV INST OPERATIONS COMP | 04-2647786 | — | RECORDKEEPER | $468 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED PENSION DESIGNS, LLC | — | WESLEY CHAPEL, FL | THIRD PARTY ADMINISTRATOR | $8K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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