Plan Snapshot
- Plan Sponsor: Aids Healthcare Foundation
- Sponsor EIN: 954112121
- Sponsor Address: 6255 WEST SUNSET BOULEVARD, LOS ANGELES, CA, 900288073
- Plan Type: 401(k)
- Total Participants: 2,847
- Total Assets: $158.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,847 | $158.6M | $8.0M | $15.1M |
| 2023 | 2,763 | $130.6M | $7.0M | $12.8M |
| 2022 | 2,650 | $101.8M | $6.2M | $11.2M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $590,361 | — | $590,361 |
| VASQUEZ & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VASQUEZ & COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $590,361
- Estimated Expense Ratio: 0.372% 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 | $188,563 | — | $188,563 | — | — |
| 2023 | $67,798 | — | $67,798 | — | — |
| 2022 | $64,807 | — | $64,807 | — | — |