Plan Snapshot
- Plan Sponsor: Catalight Foundation
- Sponsor EIN: 943120231
- Sponsor Address: 2730 SHADELANDS DRIVE, WALNUT CREEK, CA, 945982538
- Plan Type: 403(b)
- Total Participants: 797
- Total Assets: $26.2M
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 | 797 | $26.2M | $1.1M | $3.7M |
| 2023 | 805 | $24.1M | $1.1M | $3.7M |
| 2022 | 703 | $16.8M | $664,134 | $2.6M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $135,812 | — | $135,812 |
| RESOURCES INVESTMENT ADVISORS | INVESTMENT ADVISORY | — | $59,454 | $59,454 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RESOURCES INVESTMENT ADVISORS — INVESTMENT ADVISORY
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $195,266
- Estimated Expense Ratio: 0.744% 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 | $135,871 | — | $135,812 | — | — |
| 2023 | $105,814 | — | $105,814 | — | — |
| 2022 | $76,836 | — | $76,836 | — | — |