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TRI-COUNTY COMMUNITY ACTION — TRI-COUNTY COMMUNITY ACTION AGENCY, INC. 401(K) SAVINGS PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250107105252NAL0009238385001
TRI-COUNTY COMMUNITY ACTION
Form 5500-SF
FILING_RECEIVED
TRI-COUNTY COMMUNITY ACTION AGENCY, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
77
Accounts w/ balance
38
Plan assets (EOY)
$793K
Net assets (EOY)
$793K
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TRI-COUNTY COMMUNITY ACTION
.
Find decision makers
Plan sponsor
Name
TRI-COUNTY COMMUNITY ACTION
EIN
54-0805926
Address
1176 HUELL MATTHEWS HIGHWAY · SOUTH BOSTON, VA · 24592
Phone
(434) 575-7916
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-01-07
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 49% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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