Plan Snapshot
- Plan Sponsor: Board Of Trustees American Radio Association Vacation Plan
- Sponsor EIN: 135611786
- Sponsor Address: 1141 HARBOR BAY PKWY STE 100, ALAMEDA, CA, 945026594
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 63
- Total Assets: $1.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 63 | $1.4M | $3.5M | $0 |
| 2023 | 55 | $1.2M | $3.3M | $0 |
| 2022 | 52 | $991,794 | $3.0M | $0 |
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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $21,000 | — | $21,000 |
| LAW OFFICE OF ED STEINBERG | Other Service Provider | $12,013 | — | $12,013 |
| SEGAL SELECT INSURANCE | Other Service Provider | $10,207 | — | $10,207 |
| BALDWIN MOFFITT BEHM LLP | Other Service Provider | $9,873 | — | $9,873 |
| PROSKAUER ROSE LLP | Other Service Provider | $7,713 | — | $7,713 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,806
- Estimated Expense Ratio: 4.230% 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 | $77,417 | — | $21,000 | $9,873 | — |
| 2023 | $66,458 | — | $28,000 | $9,762 | — |
| 2022 | $70,551 | — | $14,850 | — | $20,630 |