Plan Snapshot
- Plan Sponsor: Acclaim Professional Healthcar
- Sponsor EIN: 273663766
- Sponsor Address: 4340 REDWOOD HWY STE A14, SAN RAFAEL, CA, 949032136
- Plan Type: 401(k)
- Total Participants: 320
- Total Assets: $450,916
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 | 320 | $450,916 | $0 | $128,758 |
| 2023 | 1,214 | $368,806 | $0 | $145,071 |
| 2022 | 1,072 | $213,551 | $0 | $152,210 |
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 |
|---|---|---|---|---|
| ERISA FIDUCIARY SERVICES, INC. | CONTRACT ADMINISTRATOR | $7,645 | — | $7,645 |
| MIKE AVERSANO CPA, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,645
- Estimated Expense Ratio: 1.695% 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 | $12,365 | $1,840 | $9,665 | — | — |
| 2023 | $9,847 | $962 | $8,025 | — | — |
| 2022 | $8,990 | $551 | $8,439 | — | — |