Plan Snapshot
- Plan Sponsor: California Nurses Association
- Sponsor EIN: 940362060
- Sponsor Address: 155 GRAND AVENUE, 2ND FLOOR, OAKLAND, CA, 94612
- Plan Type: 401(k)
- Total Participants: 400
- Total Assets: $30.3M
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 | 400 | $30.3M | $0 | $2.4M |
| 2023 | 395 | $25.2M | $0 | $2.1M |
| 2022 | 206 | $19.8M | $0 | $1.9M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $95,360 | $7 | $95,367 |
| MORGAN STANLEY SMITH BARNEY LLC | BROKER/DEALER | — | $64,216 | $64,216 |
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $159,583
- Estimated Expense Ratio: 0.527% 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 | $95,361 | — | $94,161 | — | — |
| 2023 | $72,282 | — | $71,732 | — | — |
| 2022 | $5,150 | — | — | — | — |