Plan Snapshot
- Plan Sponsor: California Human Development Corporation
- Sponsor EIN: 941653023
- Sponsor Address: 3510 UNOCAL PLACE, SUITE 200, SANTA ROSA, CA, 95403
- Plan Type: 403(b)
- Total Participants: 94
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 94 | $3.0M | $29,434 | $274,217 |
| 2023 | 97 | $3.2M | $32,086 | $276,523 |
| 2022 | 84 | $2.8M | $52,489 | $339,361 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $14,115 | — | $14,115 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $10,703 | — | $10,703 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — INVESTMENT ADVISOR
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,818
- Estimated Expense Ratio: 0.816% 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 | $30,546 | — | $1,625 | — | — |
| 2023 | $23,453 | $21,353 | $2,100 | — | — |
| 2022 | $22,555 | — | $22,555 | — | — |