Plan Snapshot
- Plan Sponsor: Alfred E. Mann Foundation For Scientific Research
- Sponsor EIN: 954002032
- Sponsor Address: 25134 RYE CANYON LOOP, SANTA CLARITA, CA, 91355
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $18.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 107 | $18.5M | $419,380 | $1.7M |
| 2023 | 98 | $16.1M | $310,514 | $1.4M |
| 2022 | 70 | $13.7M | $245,746 | $1.1M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $31,891 | $12,497 | — | — | — |
| 2023 | $1,729,869 | — | $28,932 | — | — |
| 2022 | $1,523,698 | — | $31,155 | — | — |