# Afscme Local 2076 401(k) Plan
Source: https://planprovider.pro/companies/afscme-local-2076-953827935-501

> Afscme Local 2076's 401(k) plan: 1,690 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Afscme Local 2076

- **Sponsor EIN:** 953827935

- **Sponsor Address:** 520 N BROOKHURST ST STE 229, ANAHEIM, CA, 928015238

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 1,690

- **Total Assets:** $1.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,690|$1.9M|$1.0M|$1.6M|

| 2023|1,583|$1.7M|$936,363|$1.5M|

## 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|

| YBARRA & ASSOCIATES PROFESSIONAL|Other Service Provider|$19,750|—|$19,750|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $19,750

- **Estimated Expense Ratio:** 1.042% 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|$36,118|—|—|—|—|

| 2023|$23,479|—|—|—|—|

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