Plan Snapshot
- Plan Sponsor: California Society Of Cpas
- Sponsor EIN: 941056137
- Sponsor Address: 500 CAPITOL MALL SUITE 1760, SACRAMENTO, CA, 95814
- Plan Type: 401(k)
- Total Participants: 69
- Total Assets: $15.5M
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 | 69 | $15.5M | $438,586 | $806,269 |
| 2023 | 78 | $14.4M | $461,895 | $763,719 |
| 2022 | 90 | $13.5M | $557,713 | $761,824 |
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 |
|---|---|---|---|---|
| ARMANINO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO — 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 | $57,536 | $38,808 | — | — | — |
| 2023 | $54,864 | $33,925 | — | — | — |
| 2022 | $49,924 | $35,594 | $14,330 | — | — |