Plan Snapshot
- Plan Sponsor: California Society Of Certified Public Accountants
- Sponsor EIN: 941056137
- Sponsor Address: 500 CAPITOL MALL, SUITE 2350, SACRAMENTO, CA, 95814
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 5,823
- Total Assets: $23.2M
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. |
|---|---|---|---|---|
| 2025 | 5,823 | $23.2M | $0 | $0 |
| 2024 | 5,809 | $30.8M | $56.8M | $0 |
| 2023 | 5,806 | $33.6M | $54.1M | $0 |
| 2022 | 5,694 | $31.8M | $52.0M | $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 |
|---|---|---|---|---|
| ANTHEM BLUE CROSS | Other Service Provider | $2,054,483 | — | $2,054,483 |
| WORD & BROWN | Other Service Provider | $996,558 | — | $996,558 |
| PES BENEFITS | Other Service Provider | $945,549 | — | $945,549 |
| EXPRESS SCRIPTS, INC. | Other Service Provider | $363,469 | — | $363,469 |
| SEQUOIA BENEFITS AND INSURANCE SERV | Other Service Provider | $229,391 | — | $229,391 |
| EMERSON ROGERS LLC | Other Service Provider | $227,839 | — | $227,839 |
| DELOITTE CONSULTING LLP | Other Service Provider | $188,441 | — | $188,441 |
| HUB INTERNATIONAL INSURANCE SERVICE | Other Service Provider | $182,784 | — | $182,784 |
| USI INSURANCE SERVICES LLC | Other Service Provider | $127,277 | — | $127,277 |
| DELTA DENTAL | Other Service Provider | $121,242 | — | $121,242 |
| MARSH USA | Other Service Provider | $108,464 | — | $108,464 |
| CHRISTINE SIMMONS | Other Service Provider | $94,704 | — | $94,704 |
| CRAIG TOMPKINS | Other Service Provider | $87,172 | — | $87,172 |
| ARMANINO LLP | Other Service Provider | $84,257 | — | $84,257 |
| PARTNERS INSURANCE SERVICES, INC. | Other Service Provider | $82,669 | — | $82,669 |
| GI GEORGE PARENT LP | Other Service Provider | $74,043 | — | $74,043 |
| KEVIN A. ROBERTS | Other Service Provider | $71,800 | — | $71,800 |
| ALLIANT INSURANCE SERVICES, INC. | Other Service Provider | $71,247 | — | $71,247 |
| WILLIS TOWERS WATSON NORTHEAST, INC | Other Service Provider | $53,832 | — | $53,832 |
| INTERWEST INSURANCE SERVICES, LLC | Other Service Provider | $52,446 | — | $52,446 |
| MCLERAN MARKETING, LLC | Other Service Provider | $48,428 | — | $48,428 |
| VISION SERVICE PLAN | Other Service Provider | $47,214 | — | $47,214 |
| HAAS PRINTING | Other Service Provider | $45,910 | — | $45,910 |
| STRATEGIC ASSET ALLIANCE | Other Service Provider | $43,678 | — | $43,678 |
| AMWINS CONNECT INSURANCE SERVICES, | Other Service Provider | $42,965 | — | $42,965 |
| HOVER INSURANCE SERVICES, INC. | Other Service Provider | $41,905 | — | $41,905 |
| JAMES G. PARKER INSURANCE ASSOCIATE | Other Service Provider | $39,367 | — | $39,367 |
| GRANITE PROFESSIONAL INSURANCE BROK | Other Service Provider | $38,821 | — | $38,821 |
| JOHNSON LAMBERT LLP | Other Service Provider | $38,444 | — | $38,444 |
| CALIFORNIA SOCIETY OF CERTIFIED PUB | Other Service Provider | $34,950 | — | $34,950 |
| SUN LIFE CAPITAL MANAGEMENT (U.S.) | Other Service Provider | $34,517 | — | $34,517 |
| EBIX, INC. | Other Service Provider | $32,050 | — | $32,050 |
| GALLAGHER BENEFIT SERVICES, INC. | Other Service Provider | $28,696 | — | $28,696 |
| ACRISURE PARTNERS WEST COAST INSURA | Other Service Provider | $28,694 | — | $28,694 |
| ALLIED WEALTH MANAGEMENT LLC | Other Service Provider | $27,394 | — | $27,394 |
| RELATION INSURANCE SERVICES, INC. | Other Service Provider | $27,158 | — | $27,158 |
| VISORY, INC. | Other Service Provider | $26,147 | — | $26,147 |
| J.D. OSTDIEK INSURANCE SERVICES, IN | Other Service Provider | $25,099 | — | $25,099 |
| LASKY TRADE PRINTING | Other Service Provider | $24,827 | — | $24,827 |
| PIGOTT FINANCIAL CORPORATION | Other Service Provider | $24,787 | — | $24,787 |
| JAFFE-SCHLOSSBERG, INC. | Other Service Provider | $24,245 | — | $24,245 |
| JPMORGAN CHASE NA | Other Service Provider | $23,892 | — | $23,892 |
| A.M. BEST | Other Service Provider | $23,300 | — | $23,300 |
| ONEDIGITAL TOPCO LLC | Other Service Provider | $23,142 | — | $23,142 |
| VITA INSURANCE ASSOCIATES, INC. | Other Service Provider | $19,417 | — | $19,417 |
| HEATH WITHROW | Other Service Provider | $19,209 | — | $19,209 |
| CENTERSTONE INSURANCE & FINANCIAL S | Other Service Provider | $18,975 | — | $18,975 |
| VENBROOK INSURANCE SERVICES | Other Service Provider | $17,651 | — | $17,651 |
| UNITEDAG (CASEHP-CA SMALL EMPLOYER | Other Service Provider | $17,500 | — | $17,500 |
| MICHAEL B. KELLY INSURANCE SERVICES | Other Service Provider | $15,131 | — | $15,131 |
| JWCIB, INC. | Other Service Provider | $14,926 | — | $14,926 |
| HEFFERNAN INSURANCE BROKERS | Other Service Provider | $13,080 | — | $13,080 |
| CRC INSURANCE GROUP, LLC | Other Service Provider | $12,623 | — | $12,623 |
| HEALTH BROKER PUBLISHING, LLC | Other Service Provider | $12,368 | — | $12,368 |
| HALL, MAHAR & ASSOCIATES INSURANCE | Other Service Provider | $10,290 | — | $10,290 |
| LEAVITT CENTRAL COAST INSURANCE SER | Other Service Provider | $10,019 | — | $10,019 |
| ACRISURE OF CALIFORNIA LLC | Other Service Provider | $9,839 | — | $9,839 |
| DAYTON SAYER INSURANCE INC. | Other Service Provider | $9,581 | — | $9,581 |
| KEVIN SALTZMAN INC. | Other Service Provider | $9,263 | — | $9,263 |
| OLSON DUNCAN INSURANCE SERVICE, INC | Other Service Provider | $9,216 | — | $9,216 |
| CAPITAL CITY BENEFITS AND INSURANCE | Other Service Provider | $8,812 | — | $8,812 |
| BARBARA OBERMAN | Other Service Provider | $8,630 | — | $8,630 |
| ANEES A. AKHUND | Other Service Provider | $7,984 | — | $7,984 |
| GRAVELINE FINANCIAL, INC. | Other Service Provider | $7,683 | — | $7,683 |
| ASSUREDPARTNERS CAPITAL, INC. | Other Service Provider | $7,678 | — | $7,678 |
| CLARITY BENEFIT SOLUTIONS, INC. | Other Service Provider | $7,537 | — | $7,537 |
| EATON VANCE MANAGEMENT | Other Service Provider | $7,480 | — | $7,480 |
| ROBERT OWEN MACKLER | Other Service Provider | $7,368 | — | $7,368 |
| UNITY ONE INSURANCE SERVICES, INC. | Other Service Provider | $7,255 | — | $7,255 |
| U.S. BANK NA | Other Service Provider | $7,197 | — | $7,197 |
| HEALTHEQUITY, INC. | Other Service Provider | $6,840 | — | $6,840 |
| MUSGRAVE INSURANCE SERVICES, INC. | Other Service Provider | $6,559 | — | $6,559 |
| VET ONCE, LLC | Other Service Provider | $6,510 | — | $6,510 |
| JOHN T. MENOLD | Other Service Provider | $6,109 | — | $6,109 |
| ANDERSON ROBINSON STARKEY, INC. | Other Service Provider | $5,774 | — | $5,774 |
| HEALTH WISE INSURANCE AGENCY | Other Service Provider | $5,671 | — | $5,671 |
| GEORGE PETERSON INSURANCE AGENCY | Other Service Provider | $5,664 | — | $5,664 |
| DICKERSON EMPLOYEE BENEFITS, AN ALE | Other Service Provider | $5,511 | — | $5,511 |
| JENNIFER D. WILLIAMS | Other Service Provider | $5,428 | — | $5,428 |
| DC & ASSOCIATES INSURANCE SERVICES, | Other Service Provider | $5,385 | — | $5,385 |
| TRUCKER HUSS | Other Service Provider | $5,363 | — | $5,363 |
| INNOVATIVE BENEFITS AND INSURANCE S | Other Service Provider | $5,197 | — | $5,197 |
| ROGERS VENTURES, INC. | Other Service Provider | $5,120 | — | $5,120 |
| ARMANINO ADVISORY LLC | Other Service Provider | $5,040 | — | $5,040 |
| MORRIS & GARRITANO INSURANCE AGENCY | Other Service Provider | $5,037 | — | $5,037 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,395,217
- Estimated Expense Ratio: 31.875% 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 |
|---|---|---|---|---|---|
| 2025 | $68,896,130 | $79,835 | $3,418,708 | $88,279 | — |
| 2024 | $9,584,278 | $78,383 | $3,254,301 | $88,832 | — |
| 2023 | $9,625,116 | $74,158 | $3,108,066 | $77,604 | — |
| 2022 | $8,592,259 | $73,396 | $2,931,741 | — | $256,671 |