Plan Snapshot
- Plan Sponsor: California Jockey Retirement Board
- Sponsor EIN: 680281489
- Sponsor Address: 1010 HURLEY WAY, SACRAMENTO, CA, 95825
- Plan Type: DC
- Total Participants: 506
- Total Assets: $15.7M
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 | 506 | $15.7M | $1.0M | $0 |
| 2023 | 482 | $13.9M | $1.0M | $0 |
| 2022 | 542 | $11.6M | $999,996 | $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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | AUDITOR | $31,300 | — | $31,300 |
| EMPOWER ANNUITY INS CO OF AM | RECORDKEEPER | $27,861 | — | $27,861 |
| PENTEGRA SERVICES, INC. | CONTRACT ADMIN | $6,695 | — | $6,695 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,856
- Estimated Expense Ratio: 0.420% 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 | $88,414 | $5,850 | — | $32,300 | — |
| 2023 | $77,787 | $3,093 | — | $31,300 | — |
| 2022 | $89,237 | $3,113 | — | — | $35,080 |