Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COMMUNITY ACTION AGENCY OF SOM
EIN 04-2740838non-profit organization managementLatest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
163
66-70 UNION SQUARE #104 - SOMERVILLE, MA 02143617-623-7370caasomerville.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 163 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION AGENCY OF SOMERVILLE, INC.
401k
Assets$2.1M
Participants103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION AGENCY OF SOMERVILLE, INC.
401k
Assets$1.7M
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION AGENCY OF SOMERVILLE, INC. | 401k | $2.1M | 103 | 2024 | |
| 001 | 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION AGENCY OF SOMERVILLE, INC. | 401k | $1.7M | 60 | 2024 |
Retirement plans