Plan Snapshot
- Plan Sponsor: Agbu Manoogian-Demirdjian School
- Sponsor EIN: 953042495
- Sponsor Address: 6844 OAKDALE AVENUE, CANOGA PARK, CA, 91306
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $5.4M
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 | 178 | $5.4M | $243,610 | $367,274 |
| 2023 | 176 | $4.5M | $220,151 | $310,519 |
| 2022 | 180 | $3.5M | $183,012 | $306,893 |
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 |
|---|---|---|---|---|
| HUTCHINSON & BLOODGOOD, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUTCHINSON & BLOODGOOD, 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 | $33,986 | — | $33,731 | — | — |
| 2023 | $28,397 | — | $28,397 | — | — |
| 2022 | $27,334 | — | $27,334 | — | — |