Plan Snapshot
- Plan Sponsor: California Assn. Of Nonprofits
- Sponsor EIN: 770045382
- Sponsor Address: 1500 41ST AVENUE, STE 228, CAPITOLA, CA, 95010
- Plan Type: 401(k)
- Plan Number: 510
- Total Participants: 12,439
- Total Assets: $1.7M
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 | 12,439 | $1.7M | $7.7M | $0 |
| 2023 | 12,453 | $1.6M | $7.6M | $0 |
| 2022 | 12,520 | $1.5M | $7.2M | $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 |
|---|---|---|---|---|
| CNIS | Recordkeeper | $1,184,713 | — | $1,184,713 |
| CAMPBELL TAYLOR WASHBURN | Auditor | $28,255 | — | $28,255 |
| TRUCKER HUSS | ERISA Attorney | $8,415 | — | $8,415 |
| LAURA POCH | Custodian / Trustee | $8,400 | — | $8,400 |
| ROBERT SALVADOR PASCUAL | Custodian / Trustee | $7,000 | — | $7,000 |
| TONY DUONG | Custodian / Trustee | $7,000 | — | $7,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRUCKER HUSS — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,243,783
- Estimated Expense Ratio: 72.555% 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 | $1,261,531 | $763,603 | $461,258 | $28,255 | — |
| 2023 | $1,240,083 | $753,835 | $438,375 | $22,673 | — |
| 2022 | $1,152,268 | $689,469 | $410,648 | — | $52,151 |