Plan Snapshot
- Plan Sponsor: Center For Sustainable Energy
- Sponsor EIN: 330936366
- Sponsor Address: 3980 SHERMAN ST., SUITE 170, SAN DIEGO, CA, 92110
- Plan Type: 403(b)
- Total Participants: 240
- Total Assets: $15.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 240 | $15.5M | $425,737 | $1.2M |
| 2023 | 266 | $13.2M | $410,426 | $1.2M |
| 2022 | 252 | $10.5M | $343,561 | $984,227 |
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 |
|---|---|---|---|---|
| WEST RHODE & ROBERTS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEST RHODE & ROBERTS — Auditor
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 | $66,719 | — | $66,719 | — | — |
| 2023 | $48,481 | — | $48,481 | — | — |
| 2022 | $65,087 | $44,668 | — | — | — |