# Canine Companions For Independence, INC. 403(b) Plan
Source: https://planprovider.pro/companies/canine-companions-for-independence-inc-403b-plan

> Canine Companions For Independence, INC.'s 403(b) plan: 307 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$45,137|—|$45,137|

| 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](https://planprovider.pro/provider/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:** $45,137

- **Estimated Expense Ratio:** 0.169% 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|$49,159|$4,022|—|—|—|

| 2023|$42,477|$2,240|—|—|—|

| 2022|$38,318|$1,180|$37,138|—|—|

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