# California Nurses Association 401(k) Plan
Source: https://planprovider.pro/companies/california-nurses-association-401k-plan

> California Nurses Association's 401(k) plan: 400 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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