Plan Snapshot
- Plan Sponsor: Bonita House, INC.
- Sponsor EIN: 941735133
- Sponsor Address: 1919 ADDISON STREET, STE 204, BERKELEY, CA, 94704
- Plan Type: 403(b)
- Total Participants: 95
- Total Assets: $4.3M
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 | 95 | $4.3M | $151,180 | $225,536 |
| 2023 | 71 | $3.6M | $107,502 | $91,130 |
| 2022 | 69 | $3.5M | $105,810 | $178,858 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE 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 | $1,271 | — | — | — | — |
| 2023 | $475 | — | — | — | — |
| 2022 | $865 | — | — | — | — |