# Alma Family Services 403(b) Plan
Source: https://planprovider.pro/companies/alma-family-services-403b-plan

> Alma Family Services's 403(b) plan: 198 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alma Family Services

- **Sponsor EIN:** 952959331

- **Sponsor Address:** 900 CORPORATE CENTER DR STE 350, MONTEREY PARK, CA, 917547620

- **Plan Type:** 403(b)

- **Total Participants:** 198

- **Total Assets:** $7.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|198|$7.2M|$0|$0|

| 2023|165|$5.9M|$0|$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|

| VASQUEZ AND COMPANY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VASQUEZ AND COMPANY LLP](https://planprovider.pro/provider/vasquez-and-company-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|$2,479|—|—|—|—|

| 2023|$469|—|—|—|—|

## Similar Plans

- [The Guidance Center](https://planprovider.pro/companies/the-guidance-center-403b-plan-003) — 180 participants

- [Tulare Youth Service Bureau,INC.](https://planprovider.pro/companies/tulare-youth-service-bureau-inc-plan) — 180 participants

- [Gardner Family Health Network](https://planprovider.pro/companies/gardner-family-health-network-401k-plan) — 165 participants

- [Cri-Help, INC.](https://planprovider.pro/companies/cri-help-inc-401k-plan) — 160 participants

- [Masada Homes](https://planprovider.pro/companies/masada-homes-401k-plan) — 158 participants

- [Child & Family Center](https://planprovider.pro/companies/child-family-center-plan-001) — 142 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/alma-family-services-403b-plan)

© 2026 PlanProvider.Pro