Original filing (PDF)20250710074118NAL0006343633001

COMMUNITY ACTION AGENCY OF DELAWARE COUNTY, INC.

Name: COMMUNITY ACTION AGENCY OF DELAWARE COUNTY, INC. — CAADC TAX SHELTERED RETIREMENT INVESTMENT PLAN, Form 5500 (2024)
Creator: COMMUNITY ACTION AGENCY OF DELAWARE COUNTY, INC.

Form 5500-SF

FILING_RECEIVED

CAADC TAX SHELTERED RETIREMENT INVESTMENT PLAN

403(b) retirement plan

Signals · 1

No auditor on file

Active participants

139

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY ACTION AGENCY OF DELAWARE COUNTY, INC..

Plan sponsor

Name

COMMUNITY ACTION AGENCY OF DELAWARE COUNTY, INC.

EIN

23-2142644