Plan Snapshot
- Plan Sponsor: Cahp Disability Plan Trust
- Sponsor EIN: 686069961
- Sponsor Address: 2030 V STREET, SACRAMENTO, CA, 95818
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 6,371
- Total Assets: $12.6M
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 | 6,371 | $12.6M | $0 | $260,666 |
| 2023 | 6,021 | $12.1M | $0 | $249,095 |
| 2022 | 5,963 | $11.4M | $0 | $252,111 |
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 |
|---|---|---|---|---|
| GILBERT CPAS | Auditor | $17,735 | — | $17,735 |
| DANIEL G. BROWN | Other Service Provider | $7,925 | — | $7,925 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GILBERT CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,660
- Estimated Expense Ratio: 0.203% 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 | $94,106 | — | $62,926 | $17,735 | — |
| 2023 | $113,223 | — | $52,113 | — | — |
| 2022 | $100,623 | — | $53,854 | — | $31,975 |