Plan Snapshot
- Plan Sponsor: Canine Companions For Independence, INC.
- Sponsor EIN: 942494324
- Sponsor Address: 2965 DUTTON AVENUE, SANTA ROSA, CA, 95407
- Plan Type: 403(b)
- Total Participants: 307
- Total Assets: $26.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 307 | $26.7M | $802,861 | $1.5M |
| 2023 | 291 | $22.4M | $806,212 | $1.4M |
| 2022 | 289 | $18.9M | $766,999 | $1.3M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $49,159 | $4,022 | — | — | — |
| 2023 | $42,477 | $2,240 | — | — | — |
| 2022 | $38,318 | $1,180 | $37,138 | — | — |