# California Institute Of Integr 401(k) Plan
Source: https://planprovider.pro/companies/california-institute-of-integral-studies-plan-001

> California Institute Of Integr's 401(k) plan: 303 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** California Institute Of Integr

- **Sponsor EIN:** 942254303

- **Sponsor Address:** 1453 MISSION ST, SAN FRANCISCO, CA, 941032557

- **Plan Type:** 401(k)

- **Total Participants:** 303

- **Total Assets:** $16.7M

## 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.|

| 2024|303|$16.7M|$398,432|$1.3M|

| 2023|319|$15.7M|$324,094|$976,665|

| 2022|264|$15.2M|$277,103|$1.1M|

## 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|

| ALMICH AND ASSOCIATES|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALMICH AND ASSOCIATES](https://planprovider.pro/provider/almich-and-associates) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$66,401|$36,727|$28,814|—|—|

| 2023|$90,282|$35,328|—|—|—|

| 2022|$100,391|—|—|—|$100,391|

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