Original filing (PDF)20241015160541NAL0016836611001

COMMUNITY ACTION OF SOUTH MISSISSIPPI

Name: COMMUNITY ACTION OF SOUTH MISSISSIPPI — COMMUNITY ACTON OF SOUTH MISSISSIPPI PS/401(K) PLAN, Form 5500 (2023)
Creator: COMMUNITY ACTION OF SOUTH MISSISSIPPI

Form 5500

FILING_RECEIVED

COMMUNITY ACTON OF SOUTH MISSISSIPPI PS/401(K) PLAN

401(k) retirement plan

Signals · 2

Late participant contributions~78 bps in Sched C fees

Active participants

135

Accounts w/ balance

168

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 4K (1% of contributions).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMMUNITY ACTION OF SOUTH MISSISSIPPI.

Plan sponsor

Name

COMMUNITY ACTION OF SOUTH MISSISSIPPI

EIN

64-0434184

Address

P.O. BOX 8723 · MOSS POINT, MS · 395636242

Phone

(228) 769-3122

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

WOLF, MCDUFF, & OPPIE

Trustee / custodian

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALERUS FINANCIAL, N.A.	45-6062081	—	NONE	$14K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
BAM ADVISOR SERVICES, LLC	20-8307105	—	NONE	$17K	—

Other service providers

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.