Plan Snapshot
- Plan Sponsor: Cahhs
- Sponsor EIN: 941205908
- Sponsor Address: 1215 K STREET STE 700, SACRAMENTO, CA, 95814
- Plan Type: DC
- Total Participants: 113
- Total Assets: $62.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 113 | $62.8M | $1.9M | $2.5M |
| 2023 | 170 | $58.9M | $1.8M | $2.2M |
| 2022 | 164 | $49.4M | $1.7M | $2.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $116,370 | — | $116,370 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $56,000 | — | $56,000 |
| BFBA, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
- BFBA, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $172,370
- Estimated Expense Ratio: 0.275% 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 | $146,041 | $56,000 | — | — | — |
| 2023 | $184,941 | — | $102,483 | $56,000 | — |
| 2022 | $167,556 | $56,000 | $111,281 | — | — |