Plan Snapshot
- Plan Sponsor: California Northstate University LLC
- Sponsor EIN: 900781371
- Sponsor Address: 9700 WEST TARON DRIVE, ELK GROVE, CA, 957570000
- Plan Type: 401(k)
- Total Participants: 395
- Total Assets: $12.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 395 | $12.8M | $626,341 | $1.1M |
| 2023 | 341 | $11.2M | $512,017 | $958,940 |
| 2022 | 257 | $8.5M | $503,231 | $918,543 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $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 | $104,876 | — | $700 | — | — |
| 2023 | $86,546 | — | $326 | — | — |
| 2022 | $79,373 | $78,973 | — | — | $400 |