Plan Snapshot
- Plan Sponsor: California Association Of Realtors
- Sponsor EIN: 950594790
- Sponsor Address: 525 SOUTH VIRGIL AVENUE, LOS ANGELES, CA, 90020
- Plan Type: DC
- Total Participants: 134
- Total Assets: $67.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 134 | $67.5M | $2.7M | $1.1M |
| 2023 | 128 | $65.3M | $2.3M | $1.1M |
| 2022 | 130 | $57.9M | $2.0M | $911,457 |
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 |
|---|---|---|---|---|
| ARMANINO LLP | Auditor | $1,575 | — | $1,575 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,575
- Estimated Expense Ratio: 0.002% 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 | $87,166 | $64,702 | $2,678 | $1,575 | — |
| 2023 | $91,813 | $55,147 | $19,536 | — | — |
| 2022 | $95,483 | $66,303 | — | — | $17,844 |