Plan Snapshot
- Plan Sponsor: California Charter Schools Ewbt
- Sponsor EIN: 616357929
- Sponsor Address: PO BOX 2080, FOLSOM, CA, 95763
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,718
- Total Assets: $1.3M
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 | 1,718 | $1.3M | $20.9M | $0 |
| 2023 | 1,660 | $3.0M | $18.6M | $0 |
| 2022 | 2,079 | $5.0M | $21.0M | $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 |
|---|---|---|---|---|
| BENEFIT & RISK MANAGEMENT | Recordkeeper | $347,120 | — | $347,120 |
| DICKERSON EMPLOYEE BENEFITS | Investment Advisor | $258,870 | — | $258,870 |
| AXENE HEALTH PARTNERS LLC | Actuary | $45,000 | — | $45,000 |
| SINGERLEWAK LLP | Auditor | $32,104 | — | $32,104 |
| PAYCHEX | Recordkeeper | $30,383 | — | $30,383 |
| CA CHARTER SCHOOLS CONFERENCE | Recordkeeper | $27,252 | — | $27,252 |
| BRANCHE JONES | Other Service Provider | $25,200 | — | $25,200 |
| BUCHALTER | ERISA Attorney | $19,411 | — | $19,411 |
| TRICORD TRADESHOW SERVICES | Other Service Provider | $11,552 | — | $11,552 |
| NATASHAY STARR | Other Service Provider | $11,500 | — | $11,500 |
| EXTRA SPACE MANAGEMENT INC | Other Service Provider | $10,222 | — | $10,222 |
| ALCALA CONSULTING, INC. | Other Service Provider | $9,637 | — | $9,637 |
| TEAGUE INSURANCE AGENCY, INC | Insurance Carrier | $7,527 | — | $7,527 |
| AIRWAYS FREIGHT CORPORATION | Other Service Provider | $5,089 | — | $5,089 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SINGERLEWAK LLP — Auditor
- PAYCHEX — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $840,867
- Estimated Expense Ratio: 63.414% 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 | $1,510,991 | — | — | — | — |
| 2023 | $1,572,564 | — | — | — | — |
| 2022 | $1,497,871 | — | — | — | $865,756 |