Plan Snapshot
- Plan Sponsor: Abode Communities
- Sponsor EIN: 956377511
- Sponsor Address: 2420 E. CESAR CHAVEZ AVE, UNIT 101, LOS ANGELES, CA, 90033
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $10.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 173 | $10.6M | $427,923 | $846,056 |
| 2023 | 155 | $10.1M | $345,419 | $745,448 |
| 2022 | 109 | $8.3M | $331,461 | $711,552 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | Investment Advisor | $41,809 | — | $41,809 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $18,993 | — | $18,993 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,802
- Estimated Expense Ratio: 0.573% of plan assets
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 | $62,302 | $41,809 | — | — | — |
| 2023 | $38,818 | $21,405 | — | — | — |
| 2022 | $49,953 | — | $49,953 | — | — |