# California State Firefighters' Employee Welfare Benefits Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/california-state-firefighters-employee-welfare-benefits-corporation-680258703-501

> California State Firefighters' Employee Welfare Benefits Corporation's Health & Welfare plan: 2,345 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Investment Advisor

- [CLIFTON LARSON ALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/california-state-firefighters-employee-welfare-benefits-corporation-680258703-501)

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