Plan Snapshot
- Plan Sponsor: Alternative Family Services, INC.
- Sponsor EIN: 942427088
- Sponsor Address: 1421 GUERNEVILLE ROAD, SUITE 218, SANTA ROSA, CA, 95403
- Plan Type: DC
- Total Participants: 124
- Total Assets: $6.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 124 | $6.0M | $214,797 | $390,841 |
| 2023 | 124 | $4.9M | $184,171 | $331,980 |
| 2022 | 99 | $5.3M | $0 | $299,442 |
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 |
|---|---|---|---|---|
| VOYA | RECORDKEEPER | $20,342 | — | $20,342 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VOYA — RECORDKEEPER
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,342
- Estimated Expense Ratio: 0.342% 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 | $23,383 | — | $20,342 | — | — |
| 2023 | $10,248 | — | — | — | — |
| 2022 | $6,156 | — | — | — | — |