Plan Snapshot
- Plan Sponsor: Amvets Department Of California Service Foundation
- Sponsor EIN: 956056761
- Sponsor Address: 12345 EUCLID STREET, GARDEN GROVE, CA, 92840
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $1.4M
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 | 151 | $1.4M | $0 | $198,713 |
| 2023 | 149 | $1.2M | $0 | $187,145 |
| 2022 | 147 | $934,740 | $0 | $162,801 |
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 |
|---|---|---|---|---|
| HASKELL & WHITE, LP | 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 | $21,286 | $9,991 | — | — | — |
| 2023 | $15,734 | $7,921 | — | — | — |
| 2022 | $13,959 | $6,843 | $7,116 | — | — |