Plan Snapshot
- Plan Sponsor: Centre For Neuro Skills
- Sponsor EIN: 953523988
- Sponsor Address: 5215 ASHE ROAD, BAKERSFIELD, CA, 93313
- Plan Type: 401(k)
- Total Participants: 986
- Total Assets: $55.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 986 | $55.4M | $1.3M | $3.9M |
| 2023 | 934 | $49.5M | $1.4M | $3.9M |
| 2022 | 807 | $39.7M | $1.2M | $3.4M |
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 |
|---|---|---|---|---|
| TRI-AD ACTUARIES, INC. | RETAINED BY PLAN SPONSOR | $228,743 | — | $228,743 |
| CHARLES SCHWAB INVESTMENT | RETAINED BY PLAN SPONSOR | $19,357 | — | $19,357 |
| JOHN HANCOCK RETIREMENT PLAN SVCS | RETAINED BY PLAN SPONSOR | $10,092 | — | $10,092 |
| BARBICH HOOPER KING DILL HOFFMAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB INVESTMENT — RETAINED BY PLAN SPONSOR
- JOHN HANCOCK RETIREMENT PLAN SVCS — RETAINED BY PLAN SPONSOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $258,192
- Estimated Expense Ratio: 0.466% 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 | $258,180 | — | $10,092 | — | — |
| 2023 | $160,956 | — | $160,956 | — | — |
| 2022 | $149,860 | — | $149,860 | — | — |