Plan Snapshot
- Plan Sponsor: Calprivate Bank
- Sponsor EIN: 753215795
- Sponsor Address: 9404 GENESEE AVENUE, LA JOLLA, CA, 92037
- Plan Type: 401(k)
- Total Participants: 222
- Total Assets: $19.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 222 | $19.7M | $1.2M | $2.1M |
| 2023 | 194 | $14.2M | $1.1M | $1.7M |
| 2022 | 181 | $10.4M | $917,928 | $1.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $36,443 | — | $36,443 |
| SAGEVIEW ADVISORY GROUP LLC | ADVISOR | $19,155 | — | $19,155 |
| WRIGHT FORD YOUNG & CO | ACCOUNTANT/AUDITOR | $15,966 | — | $15,966 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SAGEVIEW ADVISORY GROUP LLC — ADVISOR
- WRIGHT FORD YOUNG & CO — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,564
- Estimated Expense Ratio: 0.363% 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 | $71,564 | $19,155 | — | $15,966 | — |
| 2023 | $36,218 | — | — | — | — |
| 2022 | $32,265 | $12,463 | $19,802 | — | — |