Plan Snapshot
- Plan Sponsor: Center For Human Services
- Sponsor EIN: 941725620
- Sponsor Address: 2000 W. BRIGGSMORE AVE, STE I, MODESTO, CA, 95350
- Plan Type: 401(k)
- Total Participants: 304
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 304 | $7.7M | $330,514 | $830,619 |
| 2023 | 297 | $7.3M | $297,580 | $777,420 |
| 2022 | 296 | $6.2M | $257,135 | $659,917 |
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 |
|---|---|---|---|---|
| BOWMAN & COMPANY, LLP | Auditor | — | — | $0 |
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 | $49,661 | $26,247 | — | — | — |
| 2023 | $45,211 | $24,617 | $20,594 | — | — |
| 2022 | $43,300 | $24,630 | $18,670 | — | — |