Plan Snapshot
- Plan Sponsor: Aka Head Start, INC.
- Sponsor EIN: 952565264
- Sponsor Address: 620 WEST MADISON AVE, EL CAJON, CA, 92020
- Plan Type: DC
- Total Participants: 194
- Total Assets: $11.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 194 | $11.1M | $554,407 | $624,718 |
| 2023 | 198 | $9.4M | $483,828 | $552,440 |
| 2022 | 207 | $7.5M | $437,892 | $484,674 |
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 |
|---|---|---|---|---|
| LAVINE, LOFGREN, MORRIS & ENGELBERG | Auditor | — | — | $0 |
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 | $13,025 | — | $13,025 | — | — |
| 2023 | $7,053 | — | $7,053 | — | — |
| 2022 | $11,787 | — | $11,787 | — | — |