Plan Snapshot
- Plan Sponsor: Alhambra Police Officers Association
- Sponsor EIN: 956047240
- Sponsor Address: PO BOX 7339, ALHAMBRA, CA, 91801
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 81
- Total Assets: $9.0M
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 | 81 | $9.0M | $423,120 | $0 |
| 2023 | 78 | $7.9M | $423,120 | $0 |
| 2022 | 78 | $7.1M | $423,120 | $0 |
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 |
|---|---|---|---|---|
| WAGNER LAW GROUP | ERISA Attorney | $76,705 | — | $76,705 |
| BENEFIT PROGRAMS ADMINISTRATION | Other Service Provider | $43,983 | — | $43,983 |
| MIRACLE MILE | Other Service Provider | $29,009 | — | $29,009 |
| MILLER KAPLAN ARASE LLP | Auditor | $16,000 | — | $16,000 |
| CHEIRON, INC. | Other Service Provider | $5,500 | — | $5,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WAGNER LAW GROUP — ERISA Attorney
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $171,197
- Estimated Expense Ratio: 1.912% 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 | $191,505 | $29,009 | $45,277 | $16,000 | — |
| 2023 | $124,752 | $24,852 | $46,275 | $15,000 | — |
| 2022 | $149,317 | $24,346 | $44,682 | — | $67,336 |