Plan Snapshot
- Plan Sponsor: Bay Area Community Services, INC.
- Sponsor EIN: 941708069
- Sponsor Address: 390 40TH STREET, OAKLAND, CA, 94609
- Plan Type: 403(b)
- Total Participants: 643
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 643 | $8.0M | $480,835 | $1.4M |
| 2023 | 584 | $5.9M | $346,450 | $1.1M |
| 2022 | 496 | $4.1M | $266,008 | $865,999 |
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 |
|---|---|---|---|---|
| APRIO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO, 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 | $82,390 | $30,505 | $51,885 | — | — |
| 2023 | $66,946 | $20,963 | $45,983 | — | — |
| 2022 | $65,267 | — | $65,267 | — | — |