Plan Snapshot
- Plan Sponsor: Antelope Valley Domestic Violence Council
- Sponsor EIN: 953582588
- Sponsor Address: P.O.BOX 2980, LANCASTER, CA, 935392980
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 179
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 179 | $1.1M | $0 | $0 |
| 2024 | 102 | $1.0M | $109,366 | $73,765 |
| 2023 | 127 | $864,735 | $58,884 | $56,355 |
| 2022 | 78 | $767,951 | $71,977 | $44,486 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS COMPANY | Recordkeeper | $16,321 | — | $16,321 |
| RAYMOND JAMES FINANCIAL | Investment Advisor | $5,863 | — | $5,863 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,184
- Estimated Expense Ratio: 2.061% 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 |
|---|---|---|---|---|---|
| 2025 | $74,043 | — | $8,550 | — | — |
| 2024 | $15,336 | $15,336 | — | — | — |
| 2023 | $12,907 | $12,907 | — | — | — |
| 2022 | $245,982 | — | — | — | — |