Plan Snapshot
- Plan Sponsor: California State Firefighters' Employee Welfare Benefits Corporation
- Sponsor EIN: 680258703
- Sponsor Address: 5150 FAIR OAKS BLVD STE 101 #196, CARMICHAEL, CA, 95608
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2,345
- Total Assets: $5.9M
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. |
|---|---|---|---|---|
| 2024 | 2,345 | $5.9M | $688,905 | $0 |
| 2023 | 2,432 | $5.8M | $735,490 | $0 |
| 2022 | 1,904 | $5.1M | $0 | $768,383 |
| 2021 | 1,904 | $5.6M | $0 | $801,118 |
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 |
|---|---|---|---|---|
| REDDEN GROUP LLC | Other Service Provider | $62,382 | — | $62,382 |
| ADAPT MANAGEMENT | Other Service Provider | $56,910 | — | $56,910 |
| CHARLES SCHWAB | Investment Advisor | $55,334 | — | $55,334 |
| TOWNSQUARE MEDIA | Other Service Provider | $33,663 | — | $33,663 |
| CLIFTON LARSON ALLEN LLP | Auditor | $26,250 | — | $26,250 |
| SCRIPPS MEDIA, INC. | Other Service Provider | $21,567 | — | $21,567 |
| CARLY BAKER | Other Service Provider | $8,636 | — | $8,636 |
| LOVE IT MANAGED LLC | Other Service Provider | $8,280 | — | $8,280 |
| FIRE DISTRICTS ASSOCIATION OF CA | Other Service Provider | $6,705 | — | $6,705 |
| MONTEMAYOR BRITTON BENDER | Other Service Provider | $6,217 | — | $6,217 |
| NATIONAL VOLUNTEER FIRE COUNCIL | Other Service Provider | $6,006 | — | $6,006 |
| KURT CHUN | Custodian / Trustee | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB — Investment Advisor
- CLIFTON LARSON ALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $297,950
- Estimated Expense Ratio: 5.072% 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 | $709,569 | $55,334 | $125,358 | $26,285 | — |
| 2023 | $1,283,510 | $52,867 | $153,861 | $36,455 | — |
| 2022 | $293,686 | $57,104 | $90,947 | — | $67,085 |
| 2021 | $266,809 | $56,818 | $90,720 | — | — |