Plan Snapshot
- Plan Sponsor: Abilityfirst
- Sponsor EIN: 951690983
- Sponsor Address: 789 NORTH FAIR OAKS AVENUE, PASADENA, CA, 91103
- Plan Type: 403(b)
- Total Participants: 395
- Total Assets: $17.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 395 | $17.5M | $140,956 | $411,713 |
| 2023 | 376 | $16.5M | $139,618 | $441,862 |
| 2022 | 285 | $14.1M | $141,367 | $458,906 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GREEN HANSON & JANKS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREEN HANSON & JANKS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $19,041 | $17,500 | $1,541 | — | — |
| 2023 | $19,127 | $17,500 | $1,627 | — | — |
| 2022 | $19,474 | $17,500 | $1,974 | — | — |