Plan Snapshot
- Plan Sponsor: Center For Social Dynamics INC.
- Sponsor EIN: 371749452
- Sponsor Address: 1200 CONCORD AVENUE, CONCORD, CA, 94520
- Plan Type: 401(k)
- Total Participants: 1,320
- Total Assets: $4.9M
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 | 1,320 | $4.9M | $0 | $1.2M |
| 2023 | 1,906 | $3.4M | $0 | $992,629 |
| 2022 | 1,388 | $2.1M | $0 | $764,561 |
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 |
|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES. | NONE | $11,957 | — | $11,957 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,957
- Estimated Expense Ratio: 0.244% 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 | $13,172 | $11,957 | $1,215 | — | — |
| 2023 | $28,684 | $21,001 | $7,683 | — | — |
| 2022 | $24,969 | $5,053 | $19,916 | — | — |