Plan Snapshot
- Plan Sponsor: Carmel Valley Manor
- Sponsor EIN: 946050476
- Sponsor Address: 8545 CARMEL VALLEY ROAD, CARMEL, CA, 93923
- Plan Type: 403(b)
- Total Participants: 140
- Total Assets: $8.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 140 | $8.4M | $160,172 | $721,428 |
| 2023 | 145 | $7.5M | $161,696 | $655,239 |
| 2022 | 158 | $6.2M | $144,028 | $642,741 |
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 |
|---|---|---|---|---|
| SOUTHEASTERN EMPLOYEE BENEFITS SVCS | TPA | — | $18,576 | $18,576 |
| ADVANCED RETIREMENT SOLUTIONS | SERVICE PROVIDER | — | $12,052 | $12,052 |
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,628
- 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 | $19,453 | $2,504 | $16,274 | — | — |
| 2023 | $11,210 | — | — | — | — |
| 2022 | $10,855 | $10,854 | — | — | — |