Plan Snapshot
- Plan Sponsor: Academy For Advancement Of Children With Autism
- Sponsor EIN: 861151725
- Sponsor Address: 4083 WEST AVE L #344, LANCASTER, CA, 93536
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $341,695
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 128 | $341,695 | $8,859 | $163,362 |
| 2023 | 143 | $249,277 | $3,921 | $148,238 |
| 2022 | 130 | $131,833 | $0 | $146,269 |
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 |
|---|---|---|---|---|
| FARBER HASS HURLEY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FARBER HASS HURLEY 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 | $22,156 | — | $21,858 | — | — |
| 2023 | $16,105 | — | — | — | — |
| 2022 | $11,134 | — | $11,134 | — | — |