Plan Snapshot
- Plan Sponsor: California Chamber Of Commerce
- Sponsor EIN: 940361980
- Sponsor Address: 1215 K ST, STE 1400, PO BOX 1736, SACRAMENTO, CA, 958121736
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 151
- Total Assets: $33.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 151 | $33.0M | $0 | $0 |
| 2024 | 93 | $35.6M | $1.1M | $1.1M |
| 2023 | 100 | $34.4M | $1.1M | $1.1M |
| 2022 | 101 | $32.1M | $1.0M | $973,644 |
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 |
|---|---|---|---|---|
| AMERITAS INVESTMENT CORP | Other Service Provider | $49,118 | — | $49,118 |
| JOHN HANCOCK | Other Service Provider | $25,129 | — | $25,129 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,247
- Estimated Expense Ratio: 0.225% 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 |
|---|---|---|---|---|---|
| 2025 | $9,498,885 | $49,118 | $25,129 | — | — |
| 2024 | $81,767 | $52,389 | $26,160 | $3,218 | — |
| 2023 | $72,172 | $48,329 | $23,843 | — | — |
| 2022 | $76,629 | $51,031 | $25,598 | — | — |