Plan Snapshot
- Plan Sponsor: Board Of Trustees Ara 401k Savings Plan
- Sponsor EIN: 860751931
- Sponsor Address: 1141 HARBOR BAY PKWY STE 100, ALAMEDA, CA, 945026594
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $3.2M
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. |
|---|---|---|---|---|
| 2024 | 20 | $3.2M | $0 | $209,979 |
| 2023 | 38 | $3.0M | $0 | $235,630 |
| 2022 | 40 | $2.7M | $0 | $249,907 |
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 |
|---|---|---|---|---|
| BALDWIN MOFFITT BEHM LLP | Auditor | $6,502 | — | $6,502 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,502
- Estimated Expense Ratio: 0.206% 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 | $17,966 | — | — | $6,502 | — |
| 2023 | $16,644 | — | — | $6,537 | — |
| 2022 | $9,335 | — | — | — | $8,734 |