Plan Snapshot
- Plan Sponsor: Autism Outreach Southern California, LLC
- Sponsor EIN: 462864532
- Sponsor Address: 3878 RUFFIN RD, SAN DIEGO, CA, 92123
- Plan Type: 401(k)
- Total Participants: 508
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 508 | $2.8M | $83 | $453,137 |
| 2023 | 318 | $2.3M | $1,647 | $496,876 |
| 2022 | 379 | $1.7M | $232,573 | $487,550 |
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 |
|---|---|---|---|---|
| PKF SAN DIEGO LLP. | 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 | $43,375 | $22,259 | — | — | — |
| 2023 | $52,568 | $22,113 | — | $10,139 | — |
| 2022 | $25,495 | — | — | — | — |