Plan Snapshot
- Plan Sponsor: Child Action, INC.
- Sponsor EIN: 942364946
- Sponsor Address: 10540 WHITE ROCK ROAD STE 180, RANCHO CORDOVA, CA, 95670
- Plan Type: 401(k)
- Total Participants: 241
- Total Assets: $26.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 241 | $26.9M | $849,717 | $1.0M |
| 2023 | 206 | $23.2M | $719,683 | $945,556 |
| 2022 | 178 | $19.3M | $624,004 | $810,457 |
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 SECURITIES INC. | OTHER SERVICES | — | $52,526 | $52,526 |
| ASCENSUS | CONTRACT ADMINISTRATOR | $2,581 | $13,628 | $16,209 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $14,426 | — | $14,426 |
| MUN CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASCENSUS — CONTRACT ADMINISTRATOR
- MUN CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,161
- Estimated Expense Ratio: 0.309% 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 | $17,008 | — | $17,008 | — | — |
| 2023 | $13,633 | — | $13,633 | — | — |
| 2022 | $12,703 | — | $2,721 | — | — |